Innovative French Fintech · 100% France

The document
management platform
for asset
managers

A unified platform to automate the production, translation and publication of all your documents at international scale.

Request a demo → View modules
🏆 Certified Innovative Fintech
Platform activity · 2025
180K / year
Documents generated
≈ 500 docs / day
35K
Live administered documents
+2000
Funds in database
11 languages
15 distribution countries
🇫🇷
100% France
Built & hosted in Bordeaux · Paris since 2014
⚖️
5 jurisdictions
France · Ireland · Luxembourg · Netherlands · Switzerland
📄
+10 regulatory templates
Ready-to-use, customizable
UCITS KIID PRIIPs KID Prospectus Annual Report Factsheet SFDR Annex SFDR Reporting Semi-annual Report
The challenge

The challenges asset managers
face today

  • Dense, evolving and increasingly demanding regulation (UCITS KIID, PRIIPs, SFDR, Prospectus)

  • Multilingual document production that's time-consuming, costly and error-prone

  • Validation and translation workflows that are fragmented and still too manual

  • Scattered and heterogeneous data (FTP, CSV, API, EPT)

  • Lack of traceability and document consistency

📋
Regulatory compliance
Ensure compliance of all your regulatory documents, across every jurisdiction and language required.
⚡
Document productivity
Automate document production from source data to final document — eliminate manual tasks.
🌍
Multilingual management
Centralize and automate your translations while ensuring consistency, quality and real-time tracking.
📊
ESG data & reporting
Structure and leverage your ESG data to produce reliable reports compliant with regulatory requirements.
+2,000
Funds in database
35,000+
Live administered
documents
180,000
Documents
generated / year
215,000
Validations / year
(5-year avg.)
11
Languages
15 countries
5
Jurisdictions
mastered
1
Data import — FTP · CSV · API · EPT — Connect all your sources in a few clicks, whatever the format.
↓
2
Validation & mapping — Configurable ETL — Your data is verified, structured and ready to feed your regulatory documents.
↓
3
Document editing — Edit narratives in an intuitive interface with built-in change history.
↓
4
Multilingual management — Built-in translation workflow with industry glossaries and smart automation.
↓
5
Publication & distribution — PDF · Web · Excel — Multi-format generation and rollout across languages.
Our solution

A document chain
fully automated

Connecting Flow handles every step — from data import to final publication — so your team can focus on what matters, without ever losing control.

  • 🤖
    Smart automation
    Your data is processed, calculated and formatted automatically — with the reliability of an industrial-grade process.
  • 🔄
    Built-in validation workflow
    Every document follows a structured approval flow with controlled access rights and complete visibility on progress — at any time.
  • 🌐
    Native multilingual
    Deploy your documents across all your distribution languages with guaranteed terminology consistency, whatever the target market.
Features

12+ modules covering
every need

An integrated platform — no external tools required. Every module communicates natively with the others.

⚙️
Module 01
Administration
Manage your accounts, permissions and document formats from a centralised workspace — automatic backups and synchronisation included.
Back-Office
📥
Module 02
Import / Export
Connect every source (FTP, CSV, API) via a configurable pipeline with automatic validation and account-level customisable exports.
Integration
🧮
Module 03
Derived Fields
Compute your business indicators automatically from configurable rules — always-up-to-date, consistent and immediately usable data.
Automation
🌱
Module 04–05
ESG & ETL
Securely integrate your ESG data, validate it, map it to your internal fields and publish in every language. 
ESG · Regulatory

📊

Module 06
Dashboard
Visualise all your funds and share classes in real time — apply bulk changes in a few clicks and export to CSV or Excel.
Operations
🔍
Module 07
Track Changes
Automatically track and compare every version of your documents — additions, deletions and edits visible at a glance.
Compliance
📝
Module 08
Text Editor
Write and lay out your narratives in a modern editor — tables, images and rich content natively built-in.
Editing
📈
Module 09
Charts
Automatically generate financial visualisations within your documents, with a responsive and consistent rendering across Web, PDF and Excel.
Data-Viz
🌍
Module 10
Translation
Automate multilingual translation of your content with real-time status tracking — cut your turnaround times and costs by up to 70%.
Workflow
📖
Module 11
Multilingual Glossary
Centralise your industry terminology and harmonise your content at scale — guarantee consistent terminology across every language, without re-keying.
Terminology
🤖
Module 12
AI Translation  
Translate in bulk with a self-learning engine and dynamic markers — extensible to the AI APIs of your choice.
Artificial Intelligence
✨
Customer Success
Dedicated support
A team that dedicates 50% of its time to support and services — present at every stage of your project, from onboarding to go-live.
Service
Why Connecting Flow

Built specifically
for asset management

A platform engineered over 12+ years to address the operational and regulatory specificities of asset management firms.

100% French hosting
Your data hosted in France — sovereignty and GDPR compliance guaranteed.
✓
No external tool exports
From raw data to published document, everything stays inside the platform.
✓
Full traceability
Every change is timestamped and attributed — a complete audit trail at any time.
✓
Multi-account & multi-fund
Manage multiple entities independently — configuration and data isolated per account.
✓
Native API integrations
Connect your existing tools natively — FTP, SFTP, REST API, with no custom development.
✓
12+ years of sector expertise
A roadmap shaped with our clients over the past 12+ years — we evolve alongside the industry's needs.
✓
−70 %
average reduction in translation management time across our clients, thanks to fully automated workflows.
100%
OF OUR CLIENTS RENEW EACH YEAR
+100
DAILY ACTIVE USERS
€300 BN
AUM MANAGED BY OUR CLIENTS
12
DEDICATED EXPERTS, IN BORDEAUX & PARIS
International coverage

11 languages · 15 distribution countries · 5 jurisdictions

🇫🇷 French 🇬🇧 English 🇩🇪 German 🇪🇸 Spanish 🇮🇹 Italian 🇳🇱 Dutch 🇵🇹 Portuguese 🇸🇪 Swedish 🇩🇰 Danish 🇫🇮 Finnish 🇳🇴 Norwegian
Take action

Ready to automate your
document production?

Request a personalised demo. Our experts will walk you through the platform on your real-world use cases.

Request a demo → View all modules
Reply within 24h
Tailored demo
No commitment
Bordeaux · Paris