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Individually designed factsheets, updated automatically.

Fund Fact Sheets

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Fund Factsheets

Individual design, updated automatically every day with up-to-date data – these are the two outstanding features offered by FactsheetsLIVE™.

FactsheetLIVE™ technology allows you to fully automate the process of integrating up-to-date factsheets into your websites or sending them by email. Combined with FactsheetLIVE™web, it is also possible to directly integrate interactive charts into the website.


The FactsheetsLIVE™ service facilitates the creation of fund factsheets, while the FactsheetLIVE™ content obtains price and portfolio data directly from the capital management company or the custodian. Depending on the customer’s requirements, data from other sources (e.g., vendors, internal data interfaces) can be also be added.

  • Berenberg
  • Factsheet Flossbach von Storch
  • Die Bayerische
  • Factsheet Sauren
  • Beispiele: Fund Factsheets

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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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