XBRL Reporting
The Right Way

XBRL-CSVFuture of Bank ReportingRead moreXBRL-CSVFuture of Bank ReportingRead moreXBRL-CSVFuture of Bank ReportingRead moreXBRL-CSVFuture of Bank ReportingRead moreXBRL-CSVFuture of Bank ReportingRead moreXBRL-CSVFuture of Bank ReportingRead moreXBRL-CSVFuture of Bank ReportingRead moreXBRL-CSVFuture of Bank ReportingRead moreXBRL-CSVFuture of Bank ReportingRead more
XBRL-CSVFuture of Bank ReportingRead moreXBRL-CSVFuture of Bank ReportingRead moreXBRL-CSVFuture of Bank ReportingRead moreXBRL-CSVFuture of Bank ReportingRead moreXBRL-CSVFuture of Bank ReportingRead moreXBRL-CSVFuture of Bank ReportingRead moreXBRL-CSVFuture of Bank ReportingRead moreXBRL-CSVFuture of Bank ReportingRead moreXBRL-CSVFuture of Bank ReportingRead more

XBRL REPORTING THE RIGHT WAY

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

WE CAN HELP YOU TO:

  • CRD4 Reporting

    Banks & Investment firms

    CRD IV reporting can be made simple by using pre-mapped templates and tools. While our advanced XBRL validation services run all of the EBA and SRB quality checks and provide detailed reports to help resolve issues.

    Read more
  • Solvency Reporting

    Insurance & Pension funds

    Insurance firms and Pension Funds can make Solvency II reporting easy, by using our powerful range of XBRL tools. The XT Cloud Service makes the software even easier to implement and requires no effort to manage. Plus the solution can be extended to build internal ORSA Dashboards.

    Read more
  • ESEF Reporting

    European Listed Companies

    Our ESEF  solution ensures that the reported data is 100% compliant with ESMA’s filing rules. It can convert Excel, Word and InDesign files to inline XBRL (iXBRL), or can integrate into HTML publishing software.

    Read more
  • ESG Reporting

    Worldwide Companies and Regulators

    Digitised and structured ESG reporting standards are emerging fast. Find out what are the key initiatives, and when and what will they deliver.

    ESG
  • XBRL Collection System

    Market regulators and Governments

    XBRL Collection systems come in all shapes and sizes. Our XT Portal based solution can manage multiple reporting frameworks and deliver unrivalled performance. However, if you need a customised solution, then we have the right tools for the job.

    Read more
  • Advanced XBRL Technology

    A fully certified and advanced XBRL Processing Engine combined with unrivalled XBRL expertise will ensure that your XBRL Project is successful.

    Read more
  • XBRL Toolkit (XT)

    The XBRL Toolkit (XT) provides all the XBRL tools you need. It is used by over 600 European banks and insurance firms and is the basis for regulators’ collection systems.

    Read more
  • XT Cloud Service

    The XT Cloud Service is an easy to deploy ‘web application’ that contains all of the features of our XBRL Tools. It supports multiple submissions and multiple taxonomy sets,  provides secure
    access permissions, and is therefore ideal for providing a centralized platform for all your XBRL reporting needs.

    Read more
  • XT Database

    The XT Database provides a simple method to store and analyse XBRL reports using standard SQL-based query tools.

    Read more
CRD4 Reporting

Banks & Investment firms

Solvency Reporting

Insurance & Pension funds

ESEF Reporting

European Listed Companies

ESG Reporting

Worldwide Companies and Regulators

XBRL Collection System

Market regulators and Governments

Advanced XBRL Technology

XBRL Toolkit (XT)

XT Cloud Service

XT Database

  • Spheres
  • Products
Spheres
  • CRD4 Reporting

    Banks & Investment firms

  • Solvency Reporting

    Insurance & Pension funds

  • ESEF Reporting

    European Listed Companies

  • ESG Reporting

    Worldwide Companies and Regulators

  • XBRL Collection System

    Market regulators and Governments

Products
  • Advanced XBRL Technology

  • XBRL Toolkit (XT)

  • XT Cloud Service

  • XT Database

  • CRD4 Reporting

    Banks & Investment firms

    CRD IV reporting can be made simple by using pre-mapped templates and tools. While our advanced XBRL validation services run all of the EBA and SRB quality checks and provide detailed reports to help resolve issues.

    Read more
  • Solvency Reporting

    Insurance & Pension funds

    Insurance firms and Pension Funds can make Solvency II reporting easy, by using our powerful range of XBRL tools. The XT Cloud Service makes the software even easier to implement and requires no effort to manage. Plus the solution can be extended to build internal ORSA Dashboards.

    Read more
  • ESEF Reporting

    European Listed Companies

    Our ESEF  solution ensures that the reported data is 100% compliant with ESMA’s filing rules. It can convert Excel, Word and InDesign files to inline XBRL (iXBRL), or can integrate into HTML publishing software.

    Read more
  • ESG Reporting

    Worldwide Companies and Regulators

    Digitised and structured ESG reporting standards are emerging fast. Find out what are the key initiatives, and when and what will they deliver.

    ESG
  • XBRL Collection System

    Market regulators and Governments

    XBRL Collection systems come in all shapes and sizes. Our XT Portal based solution can manage multiple reporting frameworks and deliver unrivalled performance. However, if you need a customised solution, then we have the right tools for the job.

    Read more
  • Advanced XBRL Technology

    A fully certified and advanced XBRL Processing Engine combined with unrivalled XBRL expertise will ensure that your XBRL Project is successful.

    Read more
  • XBRL Toolkit (XT)

    The XBRL Toolkit (XT) provides all the XBRL tools you need. It is used by over 600 European banks and insurance firms and is the basis for regulators’ collection systems.

    Read more
  • XT Cloud Service

    The XT Cloud Service is an easy to deploy ‘web application’ that contains all of the features of our XBRL Tools. It supports multiple submissions and multiple taxonomy sets,  provides secure
    access permissions, and is therefore ideal for providing a centralized platform for all your XBRL reporting needs.

    Read more
  • XT Database

    The XT Database provides a simple method to store and analyse XBRL reports using standard SQL-based query tools.

    Read more

ABOUT US

UBPartner is one of the real experts in the implementation of XBRL (eXtensible Business Reporting Language) systems. Our software and expertise have delivered successful XBRL projects worldwide, with over 600 European banks and insurance companies using our XBRL Toolkit (XT).

NEWS

Digital Financial Reporting and AI

Is Automatic XBRL Tagging Feasible Using AI and LLM systems.

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Why abstract encoding of labels does not help AI understand XBRL data, nor humans.

THE FUTURE OF BANK REGULATORY REPORTING

WEBINAR

PROJECT IN MIND?
LET'S TALK ABOUT IT !

TRUSTED BY TEAMS EVERYWHERE

Munich Re
Jörg Westphal

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.

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.

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.

ConVista
Alex Ritter

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.

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.

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.

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.

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.

 

 

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.

Managing Director at Valucor
Thomas Gisler

Valucor has been assisting our clients to prepare their Solvency II reports using UBPartner’s XT Cloud Service. It quickly enables us to extend our actuarial services and work collaboratively with our clients and to simplify their Solvency reporting. We also collaborate with several clients on their internal ORSA reports and management dashboards within their risk management framework as well as risk reporting systems. The new system based upon the XT Database, helps to keep the data up-to-date and to visualise trends and potential issues in a more effective way. Read more

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