Client reporting
Asset managers & GPs
Your client and regulatory reporting, produced for you.
WizzInvest helps you meet your clients’ reporting and analysis requests. Focus on managing your funds: our teams produce, check and distribute your documents, for listed and unlisted funds alike.
All your funds
- Listed funds
- Private debt
- Private equity
- Infrastructure
- Real estate
What we take care of for you
From producing the files to distributing them, across all your funds.
Regulatory obligations
Your regulatory documents, produced from the same checked data as your client reporting.
Compliance monitoring
Continuous monitoring of your funds’ constraints.
Look-through
Do your funds hold third-party funds? We look through their holdings using our inventory database.
Distribution
Your reporting securely distributed to your clients from the platform.
A managed service
Our analysts produce and check your reports. You approve, we deliver.
A single data source
Exchange files, regulatory documents and marketing materials all rely on the same checked data.
Unlisted asset expertise
Private debt, private equity, infrastructure, real estate: recognised expertise in unlisted assets.
Asset managers and GPs who trust us
Free your teams from producing reports.
See in 30 minutes how WizzInvest handles your client and regulatory reporting.