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SerVICES

Help customers find the right plan with this online tool.

Savings Plan Calculator

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Savings Plan Calculator

Your customers and visitors to the website can enter their individual costs, investment amount and investment term, and can select the target fund. The individual performance is then calculated automatically.

Your customers and visitors to the website can enter their individual costs, investment amount and investment term, and can select the target fund. The individual performance is then calculated automatically. Meet the requirements of the BaFin recommendation on presenting historical net returns by using our savings plan calculator: The FactsheetsLIVE™ Savings Plan Calculator module allows you, as a fund provider, capital management company, or distributor, to integrate the online calculator described in the BaFin Circular “4/2010 (WA) – MaComp” 3.3.4.1.7 paragraph “Effect of commissions, fees and other charges” into your website as a ready-to-use and configurable tool.

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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.

01
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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.

02
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Setup

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

03
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Develop

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

04
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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.

05
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.

06
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Availability

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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