Reduce time, cost and operational risk. Generate accurate, compliant, and audit-ready documents from a single platform.
A purpose-built solution for UK asset managers producing investor reporting and regulatory disclosures.
Objective Keystone eliminates manual processes and fragmented workflows, enabling teams to produce compliant, investor-ready documentation faster and with greater confidence.
Extract and synchronise data from Excel and core systems such as portfolio accounting, performance systems and market data providers. All transformations are controlled within Objective Keystone with full versioning and audit trail.
Model datasets including performance, costs and charges, risk indicators, asset allocations, benchmarks and historical comparisons. Ensure calculated fields remain transparent and traceable.
Insert datasets directly into documents and preview them in real time during drafting and review.
Use point-in-time snapshots for regulatory documents such as PRIIPs KIDs and future CCI Product Summaries, or live governed data for recurring reports.
Automatically assign tasks, track progress and maintain accountability across teams.
Ensure all required approvals are captured across disclosures and reports, supporting internal governance and FCA expectations.
Generate a standardised record of all edits, approvals and supporting evidence.
Automatically detect and flag changes to approved content before reissuing documents.
Embed governance, evidence collection and review controls directly into reporting workflows, reducing the operational burden of Skilled Person reviews.
Maintain a verifiable, immutable record of all edits, approvals, commentary and supporting evidence throughout the engagement lifecycle.
Track changes, validate linked data and receive alerts if approved content is modified before submission to the FCA or internal stakeholders.
Provide a single controlled environment for management, compliance teams and external reviewers to access documentation, validate findings and manage remediation activity efficiently.
Generate print-ready PDFs and digital outputs including HTML, XML and iXBRL where required.
Make updates and republish instantly without relying on external typesetters.
Compare document versions and clearly identify all changes.
Store all supporting materials, data sources, approvals and document versions in one secure location.
Maintain a defensible audit trail showing who approved what and when.
Support PRIIPs today and transition to UK CCI Product Summaries as regulation evolves.
Eliminate manual processes across Excel, Word and outsourced production.
Produce compliant, branded outputs in seconds, ready for investors and regulators.
Objective Keystone supports the full range of investor reporting and regulatory disclosures, including PRIIPs KIDs, emerging UK CCI Product Summaries, UCITS disclosures, factsheets, client reports and performance updates.
The platform supports current PRIIPs KID production while enabling firms to adapt to future UK CCI Product Summary requirements. Flexible data models and templates allow you to evolve outputs using existing content without rebuilding processes.
Yes. Keystone is designed for firms with lean teams who need to reduce manual effort, remove reliance on Excel and external providers, and bring reporting and disclosures in-house.
Yes. Objective Keystone integrates with Excel and core systems such as portfolio accounting, performance engines and market data providers, ensuring a single governed data source.
Compliance is embedded directly into workflows. Every data point, edit and approval is tracked, creating a complete audit trail aligned with FCA expectations and internal governance requirements.
Yes. The platform automates task assignment, approvals and reviews, giving full visibility and control over document production from draft to publication.
Yes. You can produce fully formatted, branded outputs in-house and make last-minute updates instantly, eliminating delays and external costs.
Outputs can be generated in print-ready PDF and digital formats such as HTML, XML and XBRL formats where required.
All data is governed within a central model with version control, validation and audit tracking. This ensures consistency across all reports and disclosures.
Objective Keystone automatically detects and flags changes to verified content, helping you maintain control and prevent errors before publication.
Using Objective Keystone we can now do fee uploads via Excel. Within 5 minutes those fees are cascaded across 20 different documents.
William Gerges
Manager, Disclosure
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DownloadSolution Brief
Improve efficiency and deliver governance to the process of authoring, verifying and publishing disclosure documents.
DownloadSave time and costs producing Investment Reports with ease, at pace. Generate accurate and compliant documents in one platform.
