Insurance Companies

Inevitably, insurance companies are expected to be strong, stable and secure. Through partnerships with insurance companies, brokers hope to invest in safe and profitable investments. To guarantee the best possible service for your end customers, you can meet your brokers’ demands using FactsheetsLIVE™, the KID repository, or individual websites.

  • 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.

    mehr erfahren
  • Dynamic Portfolio Buildermehr erfahren

    Dynamic Portfolio Builder

    The dynamic portfolio builder allows your clients or users to create a portfolio on the fly from your universe of instruments (usually funds). It shows aggregated risk, performance and key indicators in textual as well as interactive graphical presentation.

    mehr erfahren
  • Funds Factsheetsmehr erfahren

    Funds Factsheets


    mehr erfahren
  • FactsheetsLIVE™ webmehr erfahren

    FactsheetsLIVE™ web


    mehr erfahren
  • Funds focus reportmehr erfahren

    Funds focus report


    mehr erfahren
  • Basket Factsheetsmehr erfahren

    Basket Factsheets


    mehr erfahren
  • FD Distributor™mehr erfahren

    FD Distributor™


    mehr erfahren
  • Funds comparemehr erfahren

    Funds compare


    mehr erfahren
  • Powerpoint Exportermehr erfahren

    Powerpoint Exporter


    mehr erfahren
  • Funds findermehr erfahren

    Funds finder


    mehr erfahren
  • 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. 

    mehr erfahren