Founded in 2003, the cleversoft group is a leading provider of front and back office solutions for the financial services sector. With offices in Munich, Frankfurt, Nuremberg, Luxembourg and Sofia, cleversoft offers state-of-the-art solutions for:
- Regulatory documents and reports
- Customer Relationship Management (CRM) and document management
- Factsheets and marketing documents
- Commission settlements
- Web integrations
- Structure of the group
- Product range
- Our customers
The operating companies of the owner-run cleversoft group operate under the umbrella of cleversoft Holding GmbH. All shares are held by the management.
- Struktur der cleversoft group
The philosophy of the cleversoft group
Due to the ever-increasing speed with which information is exchanged in the twenty-first century, companies are now exposed to an enormous information overload. In order to keep up with this speed, customised solutions must be integrated into the system landscape of the company, the external business partners, and the systems of the supervisory authorities.
The cleversoft group is responding to this challenge with a fully integrated software suite, which incorporates all of its own solutions and a variety of interfaces to third-party providers. The cleversoft group works discreetly in the background in order that customers can maintain their corporate identity. The cleversoft group thus acts as an “invisible” service provider and assumes a large proportion of the resource-consuming, in some cases manual, work steps and replaces them with high quality, automated and therefore error-free processes.
Use the freedom this creates to focus on your core tasks and competences.
cleversoft has active customer relationships with over 150 customers. The customers consist of renowned key players from the various sectors of the financial industry:
- Insurance companies
- Custodians/investment management companies
- Asset managers
Our customers are based all around the world, with a focus on German-speaking countries.