Through our PIB service, since 2011 cleversoft has been providing a delivery service for regulatory documents and mandatory publications. Among other things, in addition to the on-demand generation of PIS documents, cleversoft provides key investor information on funds (UCITS KIIDs) and original PIS documents from issuers.
The docRepository is an integrated service application for the procurement and provision of all necessary regulatory documents and mandatory publications from issuers and product manufacturers. As a complete solution, docRepository allows for legally required documents to be obtained (in multiple languages) easily and in a process-optimized manner in order that these can in turn be provided to retail clients.
In addition to a web service at www.kid-for-priip.eu, the documents are delivered via standard interfaces and additive services, for example for integration/deployment in customer applications (internet, intranet, terminals, platforms and brokerage applications). With docRepository, financial services providers, banks, issuers and investment management companies, as well as direct banks and brokers, have access to a service application for the acquisition, management and long-term archiving of documents that are required for regulatory purposes.
- OVERVIEW
- FOR ISSUERS
- FOR DISTRIBUTORS
Do you distribute products from other banks, asset managers and insurance companies? Then the cleversoft docRepository is just the tool for you. docRepository makes it easy for you and your employees to find the right documents.
Whether you’re selling a UCITS KIID for a fund or a PIS for a stock, a Swiss FIDLEG or a European PRIIP, docRepository automatically delivers the right document.
- Architektur KID-HUB
- docRepository Suche
- docRepository Dokumenten Download
- docArchive - automatisierte Archiv Exporte
- docArchive Suchmaske
docArchive - automatisierte Archiv Exporte
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Our process
We work with financial services companies around the world. Here's our process.
Our team has years of industry experience to help support you throughout the regulatory compliance software acquisition process — from A to Z.
Our services range from self-serve free trial up to solutions that require white glove service. In both cases, we begin by learning about you.
We ensure you have everything you need to get off to a great start with your compliance software and services.
Whether you've chosen SaaS self-serve, on premise, or cloud-based implementation, rest assured knowing you can start using our solutions ASAP.
Once you're up-and-running, our customer success team is here to support you every step of the way.
We work with companies of all sizes, with varying numbers of end-users. When you're ready to scale up your solution, look no further than cleversoft.
Not only does our technology have a 99.98% availability rate, but our tech team and customer success are here for you when you need us most.