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Automate the generation of your shares and bonds fact sheets.

Equity Fact Sheets

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FactsheetsLIVE™ for Shares and Bonds

With the FactsheetsLIVE™ service, we have supplied our fund customers with dynamic and up-to-date PDF documents in an automated manner for over ten years. Security information, market data and graphics can be individually combined. Whether you need information sheets, research papers or just fact sheets for investment advice – we provide them in an up-to-date and automated form.

What you can expect from our service:

  • Individual design tailored to your specifications
  • Combination of securities master data and market data with enhanced content such as research texts
  • Integration of information and content from third party service providers
  • Automatic calculations and graphics updates (e.g. charts)

Achieve transparency and security for your investors and customer advisers. Take central control of factsheet content and information and ensure that your advisory process complies with all regulations and laws.

  • 1-seitiges Aktienfactsheet
  • 2-seitiges Aktienfactsheet
  • 2-seitiges Aktienfactsheet
  • 3-seitiges Anleihenfactsheet

2-seitiges Aktienfactsheet

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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.

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Discover and Learn

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.

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We ensure you have everything you need to get off to a great start with your compliance software and services.

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Whether you've chosen SaaS self-serve, on premise, or cloud-based implementation, rest assured knowing you can start using our solutions ASAP.

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Customer Success

Once you're up-and-running, our customer success team is here to support you every step of the way.

Scale up

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.

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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.

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