LPA Captano

LPA Captano is a software and advisory solution developed by Lucht Probst Associates (LPA) for financial services. The product offers a wide range of tools and features to assist financial institutions in digitizing their capital markets and streamlining operations. It is suitable for companies of various sizes, including small to large financial institutions, and is utilized by professionals and industries in financial services, banking, asset management, wealth management, and insurance.

Key Features

Data management and report generation: LPA Captano provides robust capabilities for efficient data collection, storage, and management. It also offers comprehensive functionalities for generating accurate and detailed reports.

Optimization of capital allocation: This feature helps financial institutions optimize their capital allocation by determining the maximum residual value reductions and minimum capital backing required for their portfolios. It ensures compliance with risk reporting regulations and helps mitigate reporting ramifications.

Regulatory compliance support: LPA Captano provides tools and functionalities to support accurate and traceable data calculations, ensuring regulatory compliance with regulations such as AIFMD, SFDR, PRIIPs, Solvency II, and more.

Intuitive data display: LPA Captano offers an intuitive and user-friendly interface for accessing and interpreting relevant insights, facilitating efficient navigation and data visualization.

Digital advisory solution: LPA Captano includes a digital advisory solution that supports risk analysis, product comparison, and documentation for retail and professional clients, enhancing efficiency, regulatory compliance, and customer experience.

Sales intelligence capabilities: LPA Captano incorporates sales intelligence capabilities, streamlining sales and distribution processes with features such as client onboarding, pricing templates, pre-trade documents, pricing library, post-trade documents, and connectivity.

Post-trade automation: LPA Captano automates post-trade processes for OTC derivatives confirmation and matching, consolidating data feeds into a single confirmation engine for efficient processing and exception-based workflow management. This feature reduces operational risk and ensures accurate and timely post-trade activities.

Compliant KIDs for PRIIPs: LPA Captano provides a comprehensive solution for creating compliant Key Information Documents (KIDs) for Packaged Retail Investment and Insurance Products (PRIIPs). It supports the calculation, production, and archiving of KIDs, covering a wide range of structured products and offering automated services for distribution and compliance validation.

Trading solutions: LPA Captano offers a suite of trading solutions for FX market participants, enabling banks to act as market makers and takers with tools for pricing, trade execution, and liquidity management. The software supports an extensive range of OTC products, ensuring transparency, auditability, and performance reporting.

Intelligent automation for structured products: LPA Captano offers intelligent automation and customizable templates for structured product document generation, ensuring efficiency and accuracy in creating compliant documentation for products such as PRIIPs and MiFID. The software supports various document formats, including PDF, Word, and HTML, providing flexibility in distribution.