How many times have you wished your compliance management software could connect with more sources to help unify operations and streamline data?
With cleversoft, you can finally stop wishing — and start doing.
Create PRIIPs, PIBS, KIIDs, reports, risk profiles, and more!
Distribute financial documents and fund information
Retrieve documents and data from all sources
Manage and archive information with compliant audit trails
Break free from manual compliance research & updates
Regulatory Watch gives you exclusive coverage on the regulations and compliance news that help keep you in the know and keep you compliant. Our team is here to stay on top of the latest regulatory updates, directives, and legislation that matters most for you. We help you remain compliance throughout regulatory changes that impact your services and your business.
When we developed the SV PortfolioNavigator, our main focus was on our distribution partners. Thanks to the cooperation with cleversoft, we were able to create an online platform that meets the needs of the sales force in an efficient and user-friendly way.
Andreas Noll Group Head of Product Management Life, SparkassenVersicherung
cleversofthelpedustoprovideinformation on thesustainabilityofERGO'sproducts. This was done in an efficient and customer-friendlyway. This enablesourcustomerstomakeinformedchoices and ensurethatERGO'sofferingmeetstheirneeds in thisnewdimension.This in turnensures that ERGO can meet its strategic mission: taking care of the financial health of our clients.
Bart Depaemelaere Head of Product & Pricing, ERGO Belgium
cleversoft's KYC modules supported us in onboarding of new customers. We benefit from easy and quick first KYC checks, automated daily and monthly checks as well as constant monitoring of existing customers.
cleversoft supports us in providing our customers and sales partners with holistic and transparent information on funds and investment solutions - from regulatory information in the context of PRIIP or SFDR to important information for sales practice in the FactsheetsLIVE service.
Dr Tobias Lorson Team Leader Saving and Retirement at Zurich Group Germany
Thankstotheregularexchangewith Lisa Waldherr, wewereverywellinformedaboutthenewregulations and cleversoft'sservices. Wewerethenquicklyassigned a contactpersonfortheproject. Overall, wehave a verygoodexchangewithourcontacts at cleversoft. The reportingof BUGs via the JIRA systemworksverywell.
Patrick Schwab Product Management Officer, Nürnberger Lebensversicherung AG
With cleversoft, we have a reliable partner for many years who supports us in risk management in the implementation of Solvency II requirements. This includes the governance of our processes as well as the standardization and automation of these in all areas from quantitative requirements up to reporting.
Paul Buchner Head of Group Risk Management, UNIQA Insurance Group AG
More than 1000+ happy customers enjoy seamless flexibility when adhering to the latest regulatory changes. Every day, our experienced team of professionals focuses on powering the technology behind the services that make compliance work.