SerVICES
Create compliant Key Investor Information Documents — fast.
KIID Service for Administrators
KIID service for Administrators
The KIID service allows you to create compliant Key Investor Information Documents that comply with the regulatory requirements of the ESMA Regulation. Features include:
- Individual layout adapted to your corporate identity
- Multilingual support
- Standard text components for risk classes and other content elements
- Automated calculation of the SRRI (Synthetic Risk and Reward Indicator)
- Monitoring the SRRI figure
- Automated upload to providers such as fundinfo.com
Due to our experience with various customers in all German-speaking countries, we can offer you comprehensive support, particularly in consideration of national circumstances.
Another valuable feature when publishing your KIID documents is the support we offer you in monitoring them as, thanks to our projects, we have exclusive and direct access to the largest KIID provider in the German market.
- Liechtensteinische Landesbank KIID
Short on time? We'll call you.
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.