cleversoft group GmbH+49(0)89 288 51110
Open a Support Ticket Support
Join our newsletter
cleversoft navcleversoft nav
contact cleversoft
Join our newsletter

cleversoft group, a leading provider of regulatory financial services technology solutions, is pleased to announce the successful acquisition of tetralog systems AG, a renowned provider of digital investment advisory solutions.


Let's talk how we can help your business.


Connect to a new world of efficiency by utilizing cleversoft’s business solutions.

Get in touch

Let's talk how we can help your business.


Connect to a new world of efficiency by utilizing cleversoft’s business solutions.

Get in touch

Munich, May 16, 2024 – cleversoft group, a leading provider of regulatory financial services technology, is pleased to announce the acquisition of tetralog systems AG, an innovative German provider of digital customer management and investment advisory solutions. The expansion of the service portfolio marks an important milestone in cleversoft’s growth strategy to become a European champion in digital compliance and advisory services for the financial services industry.

cleversoft customers will benefit from expanded investment selection and extended portfolio risk analysis and optimization tools, along with improved environmental, social and governance (ESG) selection capabilities. Moreover, the integration of tetralog systems AG´s offerings will ensure improved Product Governance compliance in line with MIFID II regulations. The plan is to jointly provide the first fully compliant out-of-the-box advisory process for financial institutions in Europe. The cleversoft group is thus positioning itself as a one-stop shop for all compliance and investment advice technology needs.

tetralog systems AG customers will gain access to additional compliance governance, regulatory required PRIIP and SFDR documents, as well as direct know your customer (KYC) and onboarding functionality. This service suite expansion will provide a comprehensive set of flexible native cloud modules to streamline their compliance processes and enhance their overall experience.

During this transition, existing tetralog systems AG customers can anticipate uninterrupted service and support. cleversoft is dedicated to ensuring a seamless transition for the customers and the entire team.

Florian Clever, CEO & Founder of the cleversoft group, expressed his enthusiasm about the acquisition: “We are excited to welcome tetralog systems AG to the cleversoft family. This acquisition reinforces our commitment to deliver innovative solutions and broadens our offering for regulatory compliant investment advisory processes. The synergies between our companies will bring significant value to our combined customer base.”

Dr. Lothar Jonitz, Founder and Chairman of the supervisory board of tetralog systems AG, commented: “I am delighted to entrust tetralog to Florian and his team. Having known Florian for many years, I have full confidence that his entrepreneurial spirit and customer-focused approach will drive our mission to deliver innovative solutions to our customers. Our team is looking forward to leveraging cleversoft’s cloud expertise in financial services compliance to further enhance and scale our product offering.”

About tetralog systems AG

tetralog systems AG is digitalizing the investment advisory process of financial institutions in Europe for more than 30 years. tetralog’s WealthTech solutions enable wealth managers to provide holistic advice based on the analysis and optimization of portfolios on single instrument level. The products and services cover the entire value chain of investment advisory, from the identification of business potential to the optimization of single portfolios, to digital advisory. Customers appreciate tetralog’s innovative power, portfolio optimization competence and reliable track record in the industry.

With renowned tier 1 banks and asset managers as clients, tetralog is one of the leading providers of professional wealth management solutions and services in Germany and Europe. With a subsidiary in Seville, Spain, tetralog strengthens its presence in Southern Europe. tetralog’s solutions are used to advise hundreds of thousands of private investors throughout Europe, making an important contribution to the democratization of private investments and pension plans.

About cleversoft

The cleversoft group is a leading provider of cloud based RegTech services for the financial services industry. The company is headquartered in Munich and has offices in Amsterdam, The Hague, Frankfurt, Luxembourg, and Sofia. cleversoft offers cloud based RegTech services to over 1,000 financial institutions globally, aiding in the optimization of compliance-related business processes. These services range from data management and regulatory data calculation to the production of necessary documents and marketing materials in accordance with ESG/SFDR, CSRD, MIFID II, 6AMLD, Solvency II, IFRS 17, PRIIPs and IORP and more.

A special focus is the delivery of an integrated one-stop shop automated solution focused on combating financial crime, encompassing KYC, AML, and both internal and external fraud detection. This includes AI-based transaction monitoring for enhanced effectiveness.

As part of cleversoft’s commitment to compliance, we provide our customers with the necessary service updates for the respective regulation making it a distinctive feature within the industry.