October Newsletter
Welcome to our First Edition!
At FinaStream, we are constantly innovating to make business processes, compliance, reporting, fund governance and marketing smoother and more cost-effective for our clients.
Below you’ll find the latest updates, product releases, and initiatives we are excited to share with you.
“If it can be repeated, it can be automated”
NEW RELEASE
✨ The Miracle of Annex IV Reporting Automation
Is filing Annex IV reports still a time-consuming task?
Not anymore. With our enhanced automation module RegFlow, Annex IV reporting has never been easier.
How does the module simplify the process?
It streamlines every key step, including:
+ Data extraction from multiple sources, both structured and unstructured documents
+ Asset & Investor classification
+ Validation checks to prevent late rejections
+ Automated XML generation and Secure transmission, ready for direct regulator submission
What is the end result?
Reports are prepared in minutes instead of days — see it in action here: Watch the video.
THERE IS MORE
Check out those other modules!
✨ Smarter Incoming Invoice Processing for Fund Managers
Managing invoices across multiple funds, service providers, and jurisdictions can be a time-consuming and error-prone process. This is where InvoiceFlow, our Invoice Processing Automation module makes a real difference.
By automating invoice capture, data extraction, validation, approvals, payment, and integration into accounting systems, fund managers gain more than just efficiency — they gain control.
The key benefits include:
+ Efficiency & Time Savings: Eliminate manual data entry and repetitive back-office tasks.
+ Insight: Gain real-time visibility on provider fees and outstanding invoices.
+ Assurance: Automated checks reduce errors, while traceable trails keep you audit-ready.
+ Collaboration: Fund managers, administrators, and depositaries all work seamlessly within one system.
+ Scalability: Easily manage a growing number of funds and service providers without inflating overhead.
👉 The result? Fund managers spend less time on administration and more time focusing on investment strategy, performance, and investor relationships.
Book a Demo
✨ Introducing the CoSec Workflow Designer
Keeping up with board approvals, filings, and recurring governance tasks shouldn’t feel like a constant challenge.
That’s why we’ve built the CoSec Workflow Designer — a smarter way for Back Office to stay in control. With it, you can:
+ Standardise recurring processes for consistency and efficiency
+ Automate reminders and approvals to keep everything on track
+ Minimise risks by reducing manual errors and oversights
👉 The result? Seamless governance, improved collaboration and efficiency, greater confidence, and more time to focus on what really matters — driving your business forward.
📩 Contact us today to learn more or book a demo to see how we can simplify your reporting.
OUR AI ROADMAP
We’re expanding our use of AI to:
- Automate document classification and checks with TaxonomyGen
- Facilitate and simplify Report Designing with AI
Meet The Team
Dedicated professionals driving our success
Pierre de Backer
Executive Chairman
Pierre de Backer brings over 20 years of expertise in the investment funds industry. He serves as Principal at Deynecourt, a Luxembourg-based firm specialising in high-value legal and corporate services. At Deynecourt, Pierre advises asset managers, financial institutions, and high-net-worth individuals on the formation of investment vehicles, drafting constitutional and contractual documents, and navigating complex regulatory frameworks.
In addition to his role at Deynecourt, Pierre is the Co-Founder and Executive Chairman of FinaStream, a company dedicated to providing innovative solutions in the financial services sector.
Pierre’s extensive experience and strategic insight make him a trusted advisor in the investment funds landscape, known for his ability to design and steer complex fund structures across various asset classes.
Stéphane Royer
Chief Technology Officer
Stéphane Royer is a seasoned technology leader with over two decades of experience in IT and financial services. As Chief Technology Officer, he spearheads the development of cutting-edge data management and automation solutions tailored for asset managers. His vision is to empower financial institutions to streamline operations and enhance agility through innovative technology.
Stéphane contributed to major IT projects in asset management, regulatory compliance, and financial reporting. He continues to drive innovation in financial technology, aiming to simplify complex processes and deliver impactful solutions to the industry.
" AI will not replace humans, but those who use AI will replace those who don't “
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