SerVICES
Handle term-sheets, and the final terms of structured products and notes, with ease.
Termsheets Module
The new Termsheets module is now available!
One of our most in-demand services, the Termsheets Module, has now been made commercially available, as an extension to docRepository, for handling termsheets and final terms of structured products and notes.
A New Range of Documents for Banks and Distributors
With the new module, you'll be able to widen the range of documents available during the investment process with easy access to more issuers, via docRepository. This enables you to quickly and easily access the documents you need, across a fast-growing list of issuers distributing across the EU and Switzerland.
The Issuers
Based on the top structured product issuers across the EU and Switzerland, the new module will cover the following issuers and will be updated continuously to include additional issuers over time.
- 21Shares AG
- Bank Julius Baer
- Banque Cantonale Vaudoise
- Basler Kantonalbank
- Bitcoin Capital AG
- BNP Paribas Issuance B.V
- Citigroup Global Markets Europe AG
- CoinShares Digital Securities Ltd.
- Cornèr Bank SA
- Credit Suisse AG
- DB ETC INDEX PLC
- DekaBank Deutsche Girozentrale
- Deutsche Bank AG
- DZ BANK AG
- EFG International
- Erste Group Bank AG
- ETC Issuance GmbH
- Exane Finance
- Goldman Sachs International
- International Bank for Reconstruction and Development
- Invesco Physical Markets PLC
- J.P. Morgan Structured Products B.V.
- Leonteq Securities AG
- Luzerner Kantonalbank
- Morgan Stanley & Co International PLC
- Nomura International
- Raiffeisen Centrobank AG
- Raiffeisen Schweiz Genossenschaft
- Raiffeisen Switzerland B.V.
- SG Issuer SA
- Société Générale Effekten GmbH
- UBS AG
- UniCredit Bank AG
- VanEck ETP AG
- Vontobel Financial Products GmbH
- XBT Provider AB
- Zürcher Kantonalbank
Rolling out the module Termsheets
All 160 issuers that already support established connections for our PRIIP KIDs service, will be included in the Termsheets Module by the end of 2021.
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.