Solution introduction

Automated client, digital, and regulatory reporting powered by governed financial data

Design once, publish everywhere, deliver compliant, consistent, and scalable reporting across all audiences

NeoXam Impress is a powerful investment reporting software designed to automate and scale client reporting, digital reporting, and regulatory reporting for asset managers, banks, and insurers. Built to meet the growing demand for accurate, timely, and visually engaging reports, it transforms fragmented reporting processes into a unified, data-driven workflow.

As a comprehensive digital reporting platform, NeoXam Impress enables you to generate and distribute a wide range of reports, including factsheets, pitchbooks, annual reports, PRIIPs KIDs, and regulatory filings, from a single, governed data source. By centralizing data and automating report production, it ensures consistency, accuracy, and full compliance across all reporting outputs.

With advanced capabilities in client reporting software, Impress allows you to create highly customized, brand-consistent documents using intuitive templates, Excel and PowerPoint integrations, and a flexible HTML designer. At the same time, its regulatory reporting software capabilities support complex requirements such as XML and CSV reporting, covering frameworks like PRIIPs, AIFMD, UCITS, Solvency II, and national regulatory obligations.

NeoXam Impress also delivers a next-generation digital client reporting experience, with interactive dashboards, dynamic data visualizations, and performance analytics that enhance transparency and investor engagement. Built-in workflow automation, data validation, and audit trails ensure that every report is accurate, traceable, and delivered on time.

Designed as a scalable, cloud-ready reporting solution, Impress integrates seamlessly with your data ecosystem, including NeoXam DataHub, enabling end-to-end automation from data ingestion to report dissemination. By modernizing your investment reporting strategy, NeoXam Impress helps you reduce operational costs, improve reporting quality, and deliver impactful insights, turning reporting into a strategic differentiator.

 

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