XBRL Reporting,
The Right Way.

XBRL REPORTING, THE RIGHT WAY.

UBPartner brings together XBRL software and consultancy services to transform XBRL from a mere regulatory obligation into an opportunity to automate and streamline your business reporting.

We can help you to:

  • COMPANIES

    ESMA ESEF

    Across Europe, ESEF reporting affects approximately 7,500 companies. About 5,300 of them are required to publish their IFRS consolidated financial statements as part of the annual financial report.

    Read more
  • BANKS

    Eba CRD4 SRB

    CRD IV is a pan-European regulatory framework for banking and financial services. The framework requires each applicable national regulator to transmit data in XBRL to the European Banking Authority (EBA). 

    Read more
  • INVESTMENT FIRMS

    IFR IFD

    The European Commission published on December 5, 2019 the two texts that design the new prudential regime applicable to investment firms, namely the Investment Firms Regulation (IFR) and the Investment Firms Directive (IFD). 

    Read more
  • INSURANCE & PENSION

    Solvency Iorp

    Solvency II is a harmonised prudential framework for insurance firms, introduced in 2009 to replace a patchwork of rules in life insurance, non-life insurance, reinsurance.

    Read more
  • XBRL Collection Systems

    Custom Off-the-shelf

    If an off-the-shelf solution just cannot do it, then customise your own solution.

    Read more
  • XT Portal

    Finding the right software to enable your system to support the increasing number of XBRL reporting requirements is not straightforward.  It has to meet the needs of the business user, fit in with existing workflows and applications and has to be supported on your technical platform. It should not be this way and it should not cost so much to implement. That is why UBPartner built the XBRL Toolkit (XT).

    Read more
  • XT Database

    The XBRL standard was initially designed to enable standardised business information exchange. However, as the amount of XBRL data being requested has expanded and the volume of reports has grown, regulators have wanted an easy to use system to analyse the data, while enterprises have wanted to consolidate regulatory reports, set up Dashboards and benchmark themselves using XBRL data.

    Read more
  • Taxonomies & Tools

    Taxonomies are at the heart of any XBRL reporting system and they require careful consideration in their design and effective testing to ensure that they operate correctly. Starting with the right tools for the job and the right advice is critical to the success of the project.

    Read more
COMPANIES

ESMA ESEF

BANKS

Eba CRD4 SRB

INVESTMENT FIRMS

IFR IFD

INSURANCE & PENSION

Solvency Iorp

XBRL Collection Systems

Custom Off-the-shelf

  • Spheres
  • Products
Spheres
  • COMPANIES

    ESMA ESEF

  • BANKS

    Eba CRD4 SRB

  • INVESTMENT FIRMS

    IFR IFD

  • INSURANCE & PENSION

    Solvency Iorp

  • XBRL Collection Systems

    Custom Off-the-shelf

Products
  • XT Portal

  • XT Database

  • Taxonomies & Tools

  • COMPANIES

    ESMA ESEF

    Across Europe, ESEF reporting affects approximately 7,500 companies. About 5,300 of them are required to publish their IFRS consolidated financial statements as part of the annual financial report.

    Read more
  • BANKS

    Eba CRD4 SRB

    CRD IV is a pan-European regulatory framework for banking and financial services. The framework requires each applicable national regulator to transmit data in XBRL to the European Banking Authority (EBA). 

    Read more
  • INVESTMENT FIRMS

    IFR IFD

    The European Commission published on December 5, 2019 the two texts that design the new prudential regime applicable to investment firms, namely the Investment Firms Regulation (IFR) and the Investment Firms Directive (IFD). 

    Read more
  • INSURANCE & PENSION

    Solvency Iorp

    Solvency II is a harmonised prudential framework for insurance firms, introduced in 2009 to replace a patchwork of rules in life insurance, non-life insurance, reinsurance.

    Read more
  • XBRL Collection Systems

    Custom Off-the-shelf

    If an off-the-shelf solution just cannot do it, then customise your own solution.

    Read more
  • XT Portal

    Finding the right software to enable your system to support the increasing number of XBRL reporting requirements is not straightforward.  It has to meet the needs of the business user, fit in with existing workflows and applications and has to be supported on your technical platform. It should not be this way and it should not cost so much to implement. That is why UBPartner built the XBRL Toolkit (XT).

    Read more
  • XT Database

    The XBRL standard was initially designed to enable standardised business information exchange. However, as the amount of XBRL data being requested has expanded and the volume of reports has grown, regulators have wanted an easy to use system to analyse the data, while enterprises have wanted to consolidate regulatory reports, set up Dashboards and benchmark themselves using XBRL data.

    Read more
  • Taxonomies & Tools

    Taxonomies are at the heart of any XBRL reporting system and they require careful consideration in their design and effective testing to ensure that they operate correctly. Starting with the right tools for the job and the right advice is critical to the success of the project.

    Read more

ABOUT US

UBPartner is one of the real experts in the implementation and development of XBRL (eXtensible Business Reporting Language), and although UBPartner was only formed in 2011, we can trace our lineage back to the original XBRL standard setters. Read more

TRUSTED BY TEAMS EVERYWHERE

TAI
Stone
SQL power
Computime
2H software
Capgemini
Actelior
BRS
BSB
Pomelo
Kolon Beint
Finanstilsynet
CaseWare
Profile Software
Ciber
CS3
ZEB
TalenTia
Applicon
Inplenion
Actuelia
Cognizant
Convista
Aguilonius
Omnidata
Effisoft
Valucor group
Miliman
Mazars
BAM
British Land
Baloise Group
Standard Life
KNF
Infor
Bank of Israel
Ontario
SACRA
CITI
FDJ
HMS
Bolsa Mexicana
Europ assistance
SBV
BOV
Handelsbanken
Ginini antipode
Bok
Fibi
SCOR
Revenue
MFSA
Nestle
BPCE
InfoCamere
SOGECAP
HSBC
Munich RE
IFRS Lead at Ginini Antipode
Lise Chorques

UBPartner has developed a range of tools to help companies with their ESEF reporting and the partnership has enabled Ginini Antipode to specify the type of functionality we would like to see in these solutions. It is the old cliché, a Win: Win for both sides as our skills are complimentary.

Associate & Actuary at Actuelia
Frank Boukobza

We have worked with UBPartner and its XT Database to make the XBRL data available for further analysis and provide a robust platform for our clients’ ORSA risk management system. For Actuelia, it enables us to do less of the ‘nuts and bolts’ of pulling the data together to deliver the higher-value advisory services. A ‘win-win’ for everybody.

Milliman
Alexandre Lasry

Milliman chose to work with UBPartner because they really understand how XBRL works and have a simple yet flexible range of tools that we can integrate into a range of solutions that can meet all of our customers’ needs. Our customers simply load the data into the template and run the XBRL Converter Tool to generate a 100% compliant XBRL document. A complete set of validation reports alert the user to any mistakes in the document.

ConVista
Alex Ritter

We selected to work with UBPartner as they have extensive knowledge of XBRL reporting and a set of tools that can be readily integrated into an application. Solvency reporting was always going to be challenging, but our customers are pleased at how efficiently the process has worked, so far, and this would not have been possible without UBPartner’s dedicated staff and flexible tools.

Munich Re
Jörg Westphal

We needed a simple solution for the new Solvency II reporting framework that our business users can understand and use. ConVista’s SolVentos system which incorporates UBPartner’s tools provides an Excel add-on integrated in the SAP BW reporting frontend, which we are familiar with. With ConVista’s SolVentos system we have been able to prepare and submit our first XBRL reports

Actuelia
Frank Boukobza

The move to the XT Cloud Service was simple and the system lived up to everything we hoped for. We can simply add new clients as we continue to grow, without worrying about the additional IT demands. Web access allows our consultants to work alongside clients as they produce their first reports and whenever they need our help. As a result, we can focus on delivering better quality services, while UBPartner manages the technical platform for us. It’s a perfect combination.

Maltese Financial Services Authority
NevIlle Agius

The MFSA was looking for something that was easy to deploy, would deliver 100% compliant filings, but that was also not too expensive. The UBPartner technology came highly recommended as their underlying technology is used by major software vendors and by several financial services regulators in Europe. We implemented the tools and trained staff to use it in a one-week time-frame. At the end of the training our staff were ready to talk to banks about how to use and complete the new reporting templates.

Mazars
Gaëtan Guillotin

Mazars is an experienced advisor and is well versed in the Solvency II directive requirements. We had not worked with UBPartner before but we were able to see how well they fitted with our customers requirements for easy-to-use software. Furthermore, they showed their technical excellence and responsiveness to customer requests.

Effisoft‘s General Manager
Marc Accos

We selected UBPartner because of their knowledge of XBRL and of the requirements for Solvency II. We were very pleased to see how easy it has been to integrate UBPartner products within our Assuretat suite, saving us lengthy and much costly development time while. Like any new software system, we hit snags, but UBPartner was always there to help and ensure that our customers were able to submit their reports in a timely manner to the ACPR.

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NEWS

AMANA Online Conference on May 18 & 19

Our partner AMANA will have an Online Conference # on May 18 & 19, 2022. Register for free to be part of the event and to have access to all presentations!

Simplify the production of Solvency Reporting and ORSA Dashboards

Valucor Group, Catalyst IT and UBPartner work together to simplify the production of Solvency Reporting and ORSA Dashboards for Insurance companies.

OPEN INFORMATION MODEL (OIM)

OIM is a very important step in the development of XBRL. Recently, the XBRL Standards Board (XSB) moved the OIM specifications to ‘Candidate’ level, i.e., it is not far away from being added to the published XBRL Specifications, above. UBPartner has been an enthusiastic supporter and member of the OIM working group. OIM’s availability will […]