There is a solution to every challenge
The cleversoft group is a leading provider of software solutions for financial service providers. The company – which has offices in Munich, Frankfurt, Luxembourg and Sofia – optimises and automates its customers’ business processes for the preparation of regulatory documents, advertising materials, commission statements and other back office processes. Our objective is to support our over 150 active customers as a technological full-service provider.
Solutions by target groups
- PRIIP Service for banksRegulatory compliant Key Investor Documents according to PRIIPs.
- docRepository™The fully managed Service integrating PRIIP-KIDs, German PIBs, Swiss BIBs, KIIDs etc.
- OTC KID-GeneratorRealtime creation of OTC KIDs.
- German PIBs ServiceFull service provisioning of German PIBs.
- MiFID II ServicesRegulatory compliant MiFID II cost transparecny reporting.
- Equity & Research FactsheetsAutomated creation of Factsheets for advisory and reserach.
- FactsheetsLIVE™ webAutomatically updated fundswebsite.
- Tax CalculatorTIS tax calculator for belgian investors.
- CRMCustomer relationship management with Microsoft Dynamics CRM.
- Commissions for fundsLeverage ProviAM™ for the billing of any type of commissions.
- Funds FactsheetsAutomatic creation and updating of funds factsheets with FactsheetsLIVE™.
- FactsheetsLIVE™ webAutomatically updated fundswebsite.
- Savingsplan calculatorModell your investment with our webbased backtesting solution.
- Performance ContributionShow which industries, sectors, currencies etc. contribute to your fund’s performance.
- Powerpoint ExporterExport your presentations with daily updated funds data.
- PRIIP Service for administratorsThe cleversoft PRIIP Service for mutual funds, offers the regulatory compliant creation of PRIIPs (packaged retail investment and insurance-based investment products).
- CRMCustomer relationship management with Microsoft Dynamics CRM.
- Commissions for fundsLeverage ProviAM™ for the billing of any type of commissions.
- Funds FactsheetsAutomatic creation and updating of funds factsheets with FactsheetsLIVE™.
- FactsheetsLIVE™ webAutomatically updated fundswebsite.
- Savingsplan calculatorModell your investment with our webbased backtesting solution.
- SharePoint IntegrationIntegrate SharePoint as document management system (DMS) into your CRM.
- CRMCustomer relationship management with Microsoft Dynamics CRM.
- Commissions for fundsLeverage ProviAM™ for the billing of any type of commissions.
- Funds FactsheetsAutomatic creation and updating of funds factsheets with FactsheetsLIVE™.
- FactsheetsLIVE™ webAutomatically updated fundswebsite.
- Savingsplan calculatorModell your investment with our webbased backtesting solution.
- Basket FactsheetsCreate factsheets for your basket’s of funds-based asset management solutions, aka Managed Depot.
- Powerpoint ExporterExport your presentations with daily updated funds data.
- PRIIP Service for insurancesFull-Service for creating PRIIP KIDs for life insurance’s with investment options.
- Dynamic Portfolio BuilderWebtool to interactively create your individual portfolio of funds.
- FactsheetsLIVE™ webAutomatically updated fundswebsite.
- Funds focus reportPDF report on your sales focused funds.
- Basket FactsheetsCreate factsheets for your basket’s of funds-based asset management solutions, aka Managed Depot.
- Funds compareCompare funds in a graphical fashion.
- Funds finderWebbased searching and finding of funds.
- PRIIP Service for banksRegulatory compliant Key Investor Documents according to PRIIPs.
- docRepository™The fully managed Service integrating PRIIP-KIDs, German PIBs, Swiss BIBs, KIIDs etc.
- CRMCustomer relationship management with Microsoft Dynamics CRM.
- German PIBs ServiceFull service provisioning of German PIBs.
- FD Distributor™Automated distribution of funds data, documents and reportings.
- Funds finderWebbased searching and finding of funds.
- SharePoint IntegrationIntegrate SharePoint as document management system (DMS) into your CRM.