December Newsletter
Let's Celebrate A Year of Momentum
Over the past year, we’ve made significant progress at FinaStream. What started as a clear vision has quickly evolved into a growing, robust solution, with multiple new functionalities released and many more shaped in close collaboration with our clients.
Our ambition is simple: help clients build a partial, or complete, end-to-end platform, strengthened by trusted partnerships, so governance, reporting, and automation work seamlessly together.
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“If it can be repeated, it can be automated”
NEW RELEASE
✨ Resolution Approval & Voting — Made Simple
Last month, we launched our Co-Sec Workflow Designer.
Today, we are excited to showcase its full potential with its Resolution Approval and Voting module — designed to streamline how resolutions are circulated, approved, voted on, and formally recorded, all within one automated and repeatable workflow.
What problem does this module solve?
For many AIFMs, fund managers, and corporate governance teams, managing resolutions still involves multiple manual steps: drafting documents, circulating them by email, tracking approvals, chasing responses, and ensuring everything is properly archived for audit and statutory purposes.
This process is essential — but often time-consuming and difficult to standardise.
What if you could simply automate...
How does the workflow work in practice?
Creating a voting workflow is deliberately simple:
1 Define the resolution
Initiate the task: Resolution Voting, add the required documents and choose the voting participants — Board members or Shareholders. 🚀
2 Circulate for digital approval and voting
The resolution is sent digitally using your chosen distribution mode (email or in-app notification). Automated reminders, response tracking, and voting logs are managed seamlessly.
3 Record, archive, and re-use
Once votes are registered, the resolution is finalised and stored in the statutory records. The entire workflow is saved and can be re-used for future resolutions.
What makes this different from traditional approaches?
By automating these three core corporate secretarial obligations within one workflow, teams gain:
+ consistency
+ traceability, and
+ confidence
— without reinventing the process each time.
Why does repeatability matter?
Resolutions are recurring governance actions. With automation, workflows are set up once and re-used whenever needed, ensuring the same structure, controls, and audit trail every time.
That’s the real value of automation: reliability, efficiency, and ✨ governance done right! ✨
Want to see how we can transform your Co-Sec processes?
CULTURE & EXPERTISE
✨ Together for a Wholesome User-Experience
At FinaStream, we believe a great user experience is built on more than technology alone. It’s the combination of a flexible development toolkit, deep regulatory and industry expertise, and close collaboration with our partners and clients.
Throughout the year, we’ve continued to expand our platform with practical, modular capabilities — while working hand in hand with experts across governance, reporting, and investment services. This approach allows us to deliver solutions that are not only powerful, but intuitive, relevant, and designed around real operational needs.
The People Behind the Platform
Behind every line of code and every new module is a committed team.
As the year comes to a close, we took a moment to celebrate together at our Christmas Party — a chance to reflect joyfully on the progress made, the challenges overcome, and the momentum we’re building going into the 2026.
Because technology matters — but the people behind it matter even more.
We would like to thank Les Jardins d'Anaïs for its elaborate menu, quality wine list and amazing service. www.jardinsdanais.lu
Sharing Expertise Beyond the Platform
Our commitment to quality and expertise extends beyond our product, as demonstrated in November when Stéphane Royer, our CTO, took part in a panel discussion at the CapstoneLaw Private Markets Summit 2025
sharing perspectives on the evolving investment landscape, emerging opportunities and risks, and the key forces shaping private markets.
Participating in industry forums allows us to stay closely connected to real-world challenges — and to ensure that what we build at FinaStream continues to reflect the needs of the market.
PARTNER HIGHLIGHT I Sopiad
✨'Value for Money’ module: Market Analysis & Compliance for Stronger Competitiveness
As regulatory expectations continue to rise and customer demands evolve, ensuring that insurance and financial products deliver genuine value has become a strategic priority. FinaStream, in partnership with Sopiad, integrates a diagnostic tool for investment fund portfolios, integrating intuitive visualisation, analysis, and tracking functionalities.
This solution allows users to access both financial and extra-financial data in a clear, educational, and actionable way, helping fund managers and advisors better understand and optimise the value of their product offerings.
A Complete 360° Analysis of Product Value
The module addresses the full scope of requirements expressed in client specifications through two core modules:
- A 360° view of each investment fund, with granular “look-through” into underlying units.
- Analyses compliant with IDD (Insurance Distribution Directive) and SFDR (Sustainable Finance Disclosure Regulation), including performance indicators, risk adequacy, and sustainability metrics.
- Build portfolios based on corporate-level investment strategy, including target weights, regulatory constraints (min/max, fee budgets, SRI/ESG targets, exclusions), multi-currency allocations, and product-level rules.
- Ensure investor profile alignment, covering risk tolerance, investment horizon, objectives, and sustainability preferences, fully compliant with IDD regulations.
- Simulate and compare portfolios, either across different funds or over time within the same portfolio.
Deliverables: A Clear and Actionable Value for Money Assessment
Beyond the core modules, optional add-ons enhance the solution and enrich the user experience:
✅ Target Weight Recommendations & Rebalancing
✅ Next-Generation Client Profiling
✅ Reporting and Client Experience
👉 The result: Clear Insights, Better Decisions
By combining FinaStream’s platform with Sopiad’s portfolio analysis expertise, clients gain a complete, actionable view of product value. Investment and advisory teams can now analyse, simulate, and optimise portfolios efficiently, while ensuring compliance and providing a clear, engaging client experience.
" Wishing you a joyful festive season and a restful end of the year. We look forward to reconnecting in the new year and continuing the journey together. “
