Platform Capabilities
Automated Regulatory Reporting & Client Communication
ZagTrader helps institutions meet global compliance obligations while delivering professional, branded client reports — automatically and on demand.
Automated Reporting Platform for Regulatory Filings & Client Statements
ZagTrader offers a powerful engine for generating client-ready reports and automating regulator-mandated filings across multiple jurisdictions.
Simplify compliance. Impress clients. Automate both.
Key Capabilities
Comprehensive reporting and regulatory compliance tools
Client Reporting Engine
Branded and customizable reports covering NAV, transactions, performance, exposures, and asset allocation. Configurable by account, group, or region.
Automated Regulatory Reporting Software
Pre-built templates and workflows for MiFID II, FATCA, EMIR, DFSA, CRS, and other major frameworks. Scheduled or event-triggered submission.
BI Dashboards & Data Visualization
Internal dashboards for management, risk, and operations. View KPIs, breaches, AUM trends, fee generation, and more.
Custom Report Builder
Drag-and-drop builder for constructing internal or client reports without coding. Support for exports in Excel, PDF, and JSON.
Audit Trail & Version Control
Maintain secure versioning of every report generated. Timestamped archives with search and export capability for compliance officers.
Regulatory Event Monitoring
Track new or updated mandates via configurable triggers and receive alerts for rule violations or reporting gaps.
Detailed Features
Client Reporting
- Branded client statements and presentations
- Performance reports with attribution analysis
- Asset allocation and exposure breakdowns
- Transaction and activity summaries
- Customizable templates and delivery schedules
Global Regulatory Coverage
Built-in support for major regulatory frameworks across jurisdictions
MiFID II / MiFIR
European markets regulation for transparency and investor protection
FATCA / CRS
Tax compliance and automatic exchange of information
EMIR / Dodd-Frank
Derivatives reporting and clearing requirements
Ready to Streamline Your Reporting Processes?
See how ZagTrader can help you automate regulatory filings and enhance client communications