Procurement & distribution

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).

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.

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.

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.

MiFID II Services

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

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.

FD Distributor™

Peergroup Reports

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.