Solution introduction
Automated reporting of transactions with financial instruments
From 2018, the ‘Markets in Financial Instruments Regulation’ (MiFIR) will require investment firms based in the EU or EEA to report transactions with financial instruments
To comply with this new regulation, Alphasys has developed a secure interface for independent asset managers or financial intermediaries (FIMs).
NetfolioMiFIR enriches the data (which are either sent electronically or entered manually) with MiFIR-related data and forwards them directly or via an ARM (Approved Reporting Mechanism) such as UnaVista to the regulator. Delivery via ARM is only possible if the FIM has an account.
