MiFID II cost reporting is an extensive processing challenge for distributors and financial advisors. Data required for calculations must be sourced from a variety of internal and external systems (Client CRM, Investment Management, Accounting, etc). IntegraLynx facilitates a fully automated and audited process for data collection, regulatory calculations, and document creation in a single application.
IntegraLynx has an extensive suite of ETL functionality which facilitates data collection from multiple data sources and a wide variety of data formats. The in-built workflow system allows for a fully automated end-to-end process. As such the system is appropriate for companies required to produce 1 or 100,000 documents.