Structured Products
Capmatix solves the challenges of the structured products market, particularly as regulations evolve and firms must balance compliance with profitability. Since the introduction of PRIIPs regulations, Capmatix has successfully generated over 100 million Key Information Documents (KIDs). With the ability to handle 1 million PRIIPs calculations daily, Capmatix scales seamlessly to handle high transaction volumes. The platform’s multilingual document generation ensures compliance across multiple jurisdictions, making it an ideal solution for global operations. Unlike many other providers, we don’t box clients into a standard solution. Instead, Capmatix is a fully customizable platform that adapts to their needs, not the other way around. We listen to our clients and work closely with them to deliver a tailored solution that helps them stay ahead in a fast-changing market. Additionally, Capmatix is fully integrated into your MS Office® suite, allowing you to easily create documents with Word, Excel, and PowerPoint, further streamlining your workflow and enhancing productivity.
Our Scope
Capmatix SP is LPA’s ready-to-use solution for automating the structured product issuance process — from product definition and internal approvals to documentation, deal booking, and monitoring.
It covers the full value chain:
- Product setup & approval
- Automated creation and distribution of regulatory, legal, sales, and marketing documents
- Seamless integration with regulators, platforms, and booking systems
- Global deployment with built-in compliance and audit readiness
With consistent data throughout the process and flexible configuration options, Capmatix SP ensures efficiency, transparency, and full regulatory alignment — across all markets.
Issuance Automation
Capmatix SP by LPA revolutionizes the structured product issuance process, offering an end-to-end solution that automates every stage, from product definition to regulatory compliance. Whether you’re involved in sales, trading, legal, or distribution, Capmatix SP ensures a seamless and compliant workflow, tailored to meet global and local requirements. By streamlining data usage and integrating sophisticated control mechanisms, Capmatix SP enables efficient, compliant, and scalable operations across multiple jurisdictions.
End-to-End Automation
Streamlines the entire structured product issuance process from payoff definition to final booking.
Regulatory Compliance
Ensures full audit and compliance across global and local jurisdictions.
Standardized Distribution
Automates the creation and distribution of regulatory, legal, and sales documents. With standardized adapters to regulators such as BaFin, Consob, SEC, and more, Capmatix ensures seamless compliance and efficient document management.
Customizable Solution
Adapts to specific regional requirements with sophisticated configurations. We also build tailored input and output adapters, seamlessly connecting to your bank’s systems for a fully integrated solution.
Scalable Across Jurisdictions
Supports global distribution with local compliance considerations.
PRIIP KIDs
As the market leader in Europe for KID production, Capmatix delivers a proven, accurate, and compliant solution for PRIIPs. With over 180+ clients across Europe, supporting 20+ languages, our platform provides the expertise and monitoring needed to stay ahead of evolving regulatory requirements. Trust Capmatix for the most reliable and efficient KID creation, backed by market-leading experience and a comprehensive understanding of compliance.
Up-To-Date
Capmatix ensures automated daily calculation & KID production. Our KIDCalc, Monitoring and Analytics modules automatically check if documents need updates and updates them seamlessly. For OTC derivatives, we can re-strike generic KIDs to account for daily market shifts. All documents are securely archived for audit purposes. Additionally, we provide static URLs for the latest KIDs, making it easy to incorporate them into your bank’s website.
All-round Support
Comprehensive support for all structured retail products and payoffs, as well as generic OTC KIDs and underlyings like Crypto. Capmatix ensures your solutions cover a wide range of asset classes, offering flexibility and adaptability to your needs.
Trading Documentation
Automated documentation for trading minimizes risk and prevents delays that occur through manual process. Capmatix is an end-to-end software solution that enables automation according to your specific needs.
Document Automation
Automated material creation for marketing and trading of structured and OTC products.
Proven Solution
Used by 180+ clients globally for term sheets, confirmations, client statements, master agreements and more.
Template Management
Market leading document template management supporting generic to highly tailored documentation needs.
Scalable
Scalable production capabilities supporting high volume processing across multiple tenants, languages and document types such as Word, PDF, PPT, Excel, HTML and XML.
Flexible
Flexible and robust integration capability for distribution to internal and external platforms.
Interactive Presentations
Interactive presentations are a time-saving solution that drives customer engagement and promotes meaningful interaction.
Marketing Support
Support product marketing with interactive and customer-specific product presentations.
Efficiency and Cost-Saving
Reduce pre and post meeting admin. Avoid repetitive data entry and streamline processes.
Automation
Auto-generated product descriptions with rich content including simulations and videos.
Doc and Data Cockpit
A Centralized Solution for Fund & Structured Product Data and Documents
DDC (Doc and Data Cockpit) is the ultimate hub for distributors, providing seamless access to financial documents and regulatory data for funds and structured products. Designed for efficiency and compliance, DDC ensures superior data quality, broad market coverage, and effortless integration—helping you stay ahead in a fast-evolving regulatory landscape.
Superior Data Quality
Rigorous quality controls for accuracy, completeness, and compliance.
Unmatched Coverage
The most comprehensive repository for fund & structured product documents.
Regulatory Compliance
Fully aligned with PRIIPs, MiFID II, and UCITS.
Secure Document Archive
Track historical changes of PRIIPs KIDs and other documents, maintaining detailed records of document modifications and downloads to meet regulatory compliance.
Seamless Integration
API, SFTP, and an intuitive web interface for flexible access.
Efficiency & Cost Savings
Reduce manual effort with automated retrieval & updates.
Brochure
Learn more about our solutions and how we support banks worldwide. Download our brochure to discover how Capmatix optimizes your structured products business.
Our clients
We support over 180 customers worldwide. With Capmatix, we create trust and deliver results that impress.
reihaneh.fakhari@l-p-a.com
Get in Contact
Do you have any questions or would you like to find out more about our solutions? Contact Reihaneh, she will be happy to help you.