The cleversoft docCreator™ combines individual process steps to create an automated, flexible workflow for preparing, managing, archiving, and distributing forms, documents, presentations and prospectuses. In addition to meeting regulatory requirements, docCreator™ allows for uniform layout and design specifications for all types of documents and transfers these into uniform structures.

  • Overview
  • Architecture
  • Solutions
  • Document types
  • Functions
  • Free document and template design
  • Flexible workflow definitions
  • Predefined document structures in the various editor modules
  • Intuitive usability, comparable with popular applications and editor applications
  • cleversoft’s sniplet concept enables text blocks, graphics and paragraphs to be managed quickly and easily
  • Inheritance of entire templates, sections and elements
  • Output in various formats, such as PDF, PowerPoint, etc.

docCreator™ is based on a modern SOA (Services Oriented Architecture). This allows us to develop dynamic and flexible new solutions and services and to provide our customers with a short time-to-market. 


cleversoft offers complete full services solutions for the creation of documents based on docCreator™:

Document types
  • Key Information Documents as per PRIIP regulation (PRIIP KIDs)
  • Product information sheets (PIB) as per German Securities Trading Act (WpHG)
  • Basic information sheets (BIB) as per FIDLEG
  • UCITS KIIDs for Fonds (KIID service for capital management companies)
  • Individual Factsheets and product description
  • Termsheets, brochures etc.
  • PowerPoint presentation documents
  • docCreator™ implements specific elements for the financial sectors, such as performances, risk/return matrices incl. the integration of market data such as prices/benchmark scores and indicators, for example in the form of tables with Sharpe ratio values, Treynor ratio values, etc.
  • Integration of market and reference data (vendor feeds and customer feeds)
  • docCreator™ offers flexible editor functions with a focus on graphical perfection for marketing documents as well as inheritance and reusability of text components & logics for the preparation of regulatory documents, such as PRIIP KIDs, KIIDs or PIS.
  • All content, in particular graphics, is generated as vector elements and can therefore produce high-quality offset prints.
  • Both RGB and CMYK colour models are supported
  • docCreator™ can generate and send documents in PDF, XML and HTML format
  • Multilingualism incl. Chinese and Arabic characters are also integral features of docCreator™
  • Hyphenation and pagination with predetermined page breaks round off the creation of the perfect documents  

Use cases

docCreator™ is the basis for the cleversoft product FactsheetsLIVE™, the KIID-Service, the PIB-Service and reports in FD Distributor™, as well as ProviAM™ and the OTC-KID Generator.

docCreator™ Flyer
(2,34 MiB)