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Procurement & distribution

Communication between service providers and customers in the financial sector is as important as it is complex. Under the increasing pressure of the competition, financial service providers must continuously optimise processes in order to provide their customers with information that is as simple as possible, but that is also legally compliant. The cleversoft group’s workflow-supported and auditable solutions help financial service providers to overcome this task. While the FD Distributor™ automates and simplifies data and document distribution, docRepository™ combines regulatory documents and marketing information for targeted searches via web interfaces and also provides these documents via the latest interfaces.

  • PRIIP Service for banksmehr erfahren

    PRIIP Service for banks

    The regulation on Packaged Retail Investment and Insurance Products (PRIIPs) introduces the so called Key Investor Document (KID). cleversoft’s PRIIP Service for banks is a fully automated solution to create and retrieve the required document (multi lingual).

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  • docRepository™mehr erfahren

    docRepository™

    docRepository™ is a SaaS Application for retrieving and distributing regulatory documents and publications in all relevant languages. It includes regulatory documents such as German PIB, PRIIP KID, UCITS KIID, FIDLEG BIB, termsheets, prospectus as well as marketing documents such as equity research, funds factsheets.

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  • PRIIP Service for insurancesmehr erfahren

    PRIIP Service for insurances

    With the PRIIPs regulation entering into force in 2018, insurance companies are looking for an experienced partner to support them in the implementation of the European regulation. cleversoft is one of the few vendors, who already today offers a full-service solution.

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  • PRIIP Service for administratorsmehr erfahren

    PRIIP Service for administrators

    cleversoft offers a fully integrated and established solution (based on UCITS KIID’s 2011 regulation for administrators, insurances and asset managers to comply with the regulation.

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  • MiFID II Servicesmehr erfahren

    MiFID II Services

    create MiFID II compliant ex-Ante reporting in a fully automated STP process.

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  • VAG Reportingmehr erfahren

    VAG Reporting

    § 54d VAG requires insurance companies and pension funds to report portfolio fund units to BaFin, and for this they need comprehensive information from the investment management companies in the form of VAG reporting.

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  • FD Distributor™mehr erfahren

    FD Distributor™

                        

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  • Peergroup Reportsmehr erfahren

    Peergroup Reports

                      

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  • Light Backendmehr erfahren

    Light Backend

    With FactsheetsLIVE™, you considerably reduce your administrative and manual efforts. For short-term and independent adjustments, you can also rely on cleversoft Light Backend™. cleversoft Light Backend™ allows you to access the relevant data in your factsheets. 

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