Client reports that are accessible by law. Are yours compliant?

The European Accessibility Act has been enforceable since 28 June 2025. Financial institutions offering digital client reporting in the EU must comply now. Reporting Maestro automates the production and distribution of WCAG 2.1 AA-compliant client documents.

Your client statements, portfolio reports and investment proposals are produced in accessible formats, on schedule, without manual rework per document.

Every report generated is automatically archived with a timestamp, channel record, and compliance trail. Société Générale uses Reporting Maestro for their Client Reports.

Compatible with Temenos Wealth Suite, Finnova, Avaloq, Olympic, T24 and all major core banking systems, without a full IT project to get started.

Book a Demo Call Now

Download Guide

Financial institutions that rely on Reporting Maestro for compliant client communication

Download the Guide Directly Here

Download Guide

What most back-offices still look like in 2026

Based on onboarding assessments with private banks, asset managers and wealth management firms across DACH and Western Europe, conducted before and after the June 2025 enforcement date.

of client reports are still produced with manual steps. No manual process guarantees consistent EU accessibility compliance across a full reporting cycle.

3-5

working days per reporting cycle spent on manual production, formatting and distribution, in back-offices without automated workflows.

None of the manually assembled PDF report workflows we reviewed passed an EU accessibility audit without structural changes.

What Reporting Maestro delivers from the first production cycle

Built from 10+ years of client reporting practice with private banks and asset managers across Europe.

EAA-compliant output, built into the production process

Reporting Maestro generates all client documents with the technical requirements for EU accessibility compliance built into every template. This includes readable text contrast, correct document structure for screen readers, and accessible chart labelling. Compliance is not a post-production step.

Automated production cycles, no manual rework

Recurring report campaigns run unattended from data extraction through formatting to distribution. Quality control and address validation happen automatically at every step. Manual coordination between back-office, IT and distribution is eliminated. Clients of ReportingSoft report removing 3 to 5 days of manual work per reporting cycle through fully automated workflows.

Full audit trail for every document produced

Every report generated by Reporting Maestro is automatically archived with a timestamp, distribution channel record, and approval step. Regulators and auditors can review directly in the system, without manual preparation by your team. The same production run meets MiFID, FINMA, GIPS and PIR documentation requirements alongside EAA compliance.

How Reporting Maestro makes EAA compliance part of every production cycle

Three components that cover the full client reporting chain, from data to compliant, distributed documents. Built from 10+ years of reporting practice with 50+ financial institutions across Europe.

Automated Production

Reporting Maestro: the production engine behind every compliant report

Most back-offices assemble client reports through manual steps. Any step outside a structured system breaks EU accessibility compliance. Reporting Maestro replaces the entire chain with a single automated workflow, from data extraction through template rendering to final output. An automated trigger system initiates production cycles, validates data and addresses, and routes every report to the correct channel.

Multi-Channel Distribution

One production run. Every channel. Every format. Compliant.

Accessibility compliance applies to every channel a client receives a document through: e-banking portal, email, tablet, smartphone, and print. Reporting Maestro distributes the same report to all channels simultaneously, applying format-specific accessibility requirements per channel. Structured PDF output includes tagged content for screen readers. Clients using Reporting Maestro receive output validated against WCAG 2.1 AA per run.

Business Report Designer

Your team creates compliant report layouts, without IT

Business Report Designer is the self-service layer on top of Reporting Maestro. Asset managers choose a layout from an accessible template library, drag in report items (charts, performance tables, allocation breakdowns), and customise output in three steps. All data is pre-approved and audited. Layouts enforce EU accessibility requirements by default. The report is automatically handed over to the production workflow for the next scheduled run, without a separate IT review cycle.

Book a Demo Call

How financial institutions use Reporting Maestro for compliant client reporting

Private bank, compliant multi-currency client mandates across all digital channels

Starting point: the bank needed to produce and distribute their managed portfolio mandates across four currencies (CHF, EUR, GBP, USD) to clients on multiple channels, including e-banking, email and print, with full regulatory documentation for each report cycle. Manual steps in the production chain made consistent WCAG compliance impossible to guarantee at scale.

Solution: Reporting Maestro automated the full production chain, from portfolio data extraction through template rendering to multi-channel distribution. Every report is archived automatically with timestamp and distribution record. WCAG 2.1 AA-compliant output is produced per run, across all four currency variants.

Result: the bank distributes their full reporting cycle through Reporting Maestro, with complete audit trail, compliant output per channel, and no manual intervention per document.

Private bank, 3 to 5 back-office days recovered per reporting cycle

Starting point: A private bank with a portfolio management setup on Temenos Wealth Suite was producing client statements through a combination of manual PDF assembly, Excel-based data preparation and individual email distribution. Each reporting cycle required 3 to 5 days of back-office coordination. No process step guaranteed WCAG compliance.

Solution: Reporting Maestro connected to Temenos Wealth Suite through a dedicated Java connector. Report templates were built in Business Report Designer and validated against WCAG 2.1 AA before go-live. The full production and distribution cycle now runs unattended, with automatic data validation and archival per run.

Result: 3 to 5 days of manual back-office work eliminated per reporting cycle. Every report produced is WCAG 2.1 AA compliant and automatically archived with a full audit trail.

From first conversation to compliant production cycle, in 4 steps

An implementation path that protects internal team capacity and produces compliant output as fast as possible.

1. EAA Readiness Assessment

We review your current reporting process: which documents are produced, which systems are used, and where WCAG 2.1 AA requirements are not yet met. You receive a clear picture of your compliance exposure based on your actual workflow.

2. Data sourcing

We map Reporting Maestro to your core banking system, whether Temenos Wealth Suite, Avaloq, Finnova, Olympic, T24 or another platform. Data sources, report types, languages and distribution channels are defined. The integration uses tested connectors, so timelines are predictable.

3. Template Build and Compliance Validation

Report templates are built with Business Report Designer using your branding and content modules. Every template is validated against WCAG 2.1 AA before entering production. You review and approve in the designer interface, without an IT development cycle.

4. Go-Live and Ongoing Production

Reporting Maestro takes over the full production and distribution cycle. Your team monitors status and accesses the archive through the web interface. Production runs unattended, with automatic quality control and compliant output every cycle.

Book a Demo Call

What Our Customers Say

SaaS and OEM teams save time and remain compliant.

We are very satisfied with our collaboration with ReportingSoft and particularly impressed that the relationship can be so effective and straightforward despite the distance.

Daniel B.
Large out-of-home advertising company

The consultants at ReportingSoft SA are professional, competent and friendly. I have a very good relationship with the project teams.

Jean-Daniel L.
Large private bank in Geneva

We have been using the consulting services of ReportingSoft SA for over 3 years and are very satisfied. It's a true partnership.

Philippe D.
Large bank in Luxembourg

Our reports are consistently maintained and improved with 100% quality. ReportingSoft works with the precision and reliability that is essential for us, as reporting is our core business.

Lionel D.
IT system integrator, private bank in Geneva

The questions we hear from every compliance and back-office team

Does the EAA really apply to our client reports and statements?

Yes, if your institution offers financial services digitally to EU consumers. That includes investment reports, portfolio statements, KIIDs, factsheets, and any document delivered through a client portal, email, app or e-banking. The EAA has been enforceable since 28 June 2025 and covers both the interfaces and the documents delivered through them. Physical-only documents distributed exclusively by post may be out of scope, but the majority of client communication today includes a digital component.

We already produce PDFs. Why isn't that enough?

A PDF is only EU-accessibility-compliant if it is produced with specific technical requirements: a document structure that screen readers can navigate, a defined reading sequence so content is understood in the right order, alternative text for all charts and images, and sufficient contrast between text and background. Standard PDF exports from Word, Excel or most reporting tools do not meet these requirements by default. Every manual production step creates a point where compliance can break. Reporting Maestro builds these requirements into the template and production workflow, so compliant output is the default, not the exception.

Our institution is small. Are we actually affected?

The EAA exempts micro-enterprises (fewer than 10 employees and under €2 million annual revenue) from service obligations, but not product obligations. Any financial institution above that threshold and offering digital services to EU consumers is in scope. Most private banks, asset managers and wealth management firms above a single-team size are affected. If you are unsure, the EAA Readiness Assessment is the fastest way to confirm your current exposure.

We use Avaloq / Temenos Wealth Suite / Finnova. Can Reporting Maestro connect to that?

Yes. Reporting Maestro has production-tested connectors for Temenos Wealth Suite, Finnova, Avaloq, Olympic, T24 and other core banking platforms. Integration uses dedicated Java connectors, not custom-built APIs, which means implementation timelines are predictable. The same applies to archive systems (IMTF, IBM OnDemand). If your platform is not on this list, we assess compatibility during the integration scoping step.

What does implementation cost and how much internal effort does it require?

Implementation costs depend on the number of report types, languages and distribution channels involved. The integration uses pre-built connectors for your core banking system, not bespoke development, which keeps timelines and costs predictable. Internal effort is concentrated in the template approval phase, where your team reviews and approves layouts in the designer interface. No dedicated IT resources are required for the ongoing production cycle. From go-live, Reporting Maestro runs unattended. A precise cost estimate is provided after the EAA Readiness Assessment, once your specific setup has been reviewed.

The EAA deadline has already passed. What should we do now?

If your institution is not yet compliant, the priority is to close the gap as quickly as possible. Every reporting cycle that produces non-compliant output increases regulatory exposure. Implementation of Reporting Maestro typically runs 4 to 8 weeks from signed agreement to go-live. The EAA Readiness Assessment can start within days of first contact and gives you a clear picture of where you stand today.

Does Reporting Maestro also cover MiFID, FINMA and GIPS documentation requirements?

Yes. Reporting Maestro meets documentation requirements under MiFID, FINMA, GIPS and PIR as part of the standard production workflow. Every report is automatically archived with a timestamp, distribution record, and approval history. Auditors can review directly in the system. EAA compliance is an additional layer on top of the existing regulatory documentation infrastructure, not a separate system. BCGE uses Reporting Maestro for their BCGE Best of client mandates with full archival and audit trail.

The EAA is in force. Every reporting cycle without compliant output increases your exposure.

The European Accessibility Act has been enforceable since 28 June 2025. Book a demo to see how Reporting Maestro fits your current system landscape and what compliant client reports look like in practice.

Book a Demo

Visit reportingsoft.ch