It’s Time To Comply
We are experiencing a worldwide paradigm shift in impact reporting driven by new financial regulations. Are you a financial market participant raising funds in the EU? Then you are already required to comply with SFDR.
Here’s How Treety Can Help You
We work with legal and ESG experts to simplify and automate reporting processes, turning hundreds of pages of legal texts into templated forms and data collection systems.
We make regulation easy!
Our impact experts provide educational tools, resources and guidance to help your fund set the right goals to navigate sustainability-driven legislation.
Complete your reports in no time.
Our smart forms transform extensive legal texts into straightforward step-by-step to get you SFDR compliant, hassle free. From prospectus to PAI data requests.
No more data gaps
Beyond data collection from assets, we offer an extensive Proxy data library. We ensure your reports are always filled with trustworthy numbers on time.
Become SFDR Compliant
With Treety
Become SFDR compliant in five simple steps.
1
Treety helps you understand your SFDR Requirements & responsibilities.
2
Build Your SFDR policies with our traning & guidance.
3
Fill in a simple smart form to receive a draft of all your SFDR documents.
4
Automatically generate requests to all your assets and start collecting data!
5
Plug in data gaps with proxies and generate complete periodic reports in one click.
You are now 100% SFDR Compliant.
Our Plans
Comply Starter
Pre-Contractual Reporting
When you need to comply but don’t know where to begin yet
Structured SFDR-readiness training
Assisted set-up of reporting & policy frameworks
Smart Forms for Report Generation
Templated data collection from assets
Draft of all required SFDR reports
Comply Plus
Full SFDR Solution
End-to-End SFDR solution for complete ongoing reporting
Everything in Comply Starter
Fully Automated Data collection from assets
On-demand SFDR guidance, training and support for you and your assets
Extensive library of Proxy data for periodic reporting
Dedicated SFDR Success Manager
Didn’t see the features you need?
Treety’s solutions are fully customizable. Let’s discover the ideal feature-set for your impact & SFDR reporting needs together.