A white-label SaaS that automatically syncs PRIIPs KIDs, past performances, and performance scenarios created with Fairmat directly to your website.
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Market: Asset Management, Life Insurance
Regulations: PRIIPs, Retail Investment Strategy (RIS)
Manufacturers must ensure that KID documentation, past performance data, and website disclosures are always aligned, up to date, and compliant even across multiple products and share classes. Manual processes increase the risk of outdated information, broken links, compliance gaps, and unnecessary operational complexity.
Moreover, the forthcoming Retail Investment Strategy (RIS) regulation requires manufactures and distributors to enhance investors access to the documentation through digitalization and layered content.
Documents Display Service (DDS) is a white-label SaaS that automatically syncs PRIIPs KIDs, past performances, performance scenarios, and any other Documentation from Fairmat directly to your website.
It offers a great level of customization by allowing the client by offering several customizable widgets which offers investors easy access to financial products information.
DDS directly synchronizes with Fairmat for KIDs / Fairmat for Documents. Only authorized and officialised documents are synced.
It also supports required disclosures such as Past Performance and Previous Performance Scenarios in line with PRIIPs requirements: the 2021 PRIIPs RTS (Annex 8) requires manufacturers to indicate within the KID where investors can retrieve past performance information. In addition, PRIIPs Q&A clarified that Previous Performance Scenarios must also be made publicly available on websites.
No. Once documents are approved in FFK, they are automatically synchronized to DDS Documentation Display Service Updates happen automatically.
Yes. DDS can be embedded via IFrame, Web Components, or exposed through a dedicated branded domain via reverse proxy. The content offered by DDS is hosted on Fairmat datacentres and delivered directly to clients.
Yes. Each investment/share class has a unique, static URL that is automatically updated. This simplifies the integration to legacy websites.
Yes. Every DDS page have a static URL. This static URL can eventually be referenced from appropriate link (or QR code) inside the KID.
Yes. Funds benchmark inclusion can be configured within Fairmat for KIDs and displayed accordingly in DDS.
Yes. DDS supports both product-level and option-level views, including life insurance MOP structures.
Yes. Any documentation produced within Fairmat for KIDs or Fairmat for Documents can be published and synchronized in DDS and additionally it is also possible to upload third party documentation.
They are two conceptually similar products, but Documents Display Service is oriented towards the Insurance/Asset Managers world and is more focused on covering regulatory requirements, whilst Products Dashboard is oriented towards the banking world, conveying commercial information to support the agent network.