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docRepository Service Extensions - Review of 2021 Achievements

Before sharing our Service Roadmaps for 2022 with you, we want to take a moment to revisit docRepository achievements of 2021!

Corina Greab
February 2, 2022

Before we announce our docRepository Service Roadmap for 2022, we are pleased to share with you an overview of the docRepository 2021 achievements.

docRepository is the regulatory documents library, which allows for every cleversoft clients to retrieve documents according to PRIIP, FinSA, UCITS, and other European regulations for more than 1.000.000 financial instruments.

Throughout 2021, new modules were added to docRepository. They cover FinSA Regulation (FinSA KID and docRepository Microsite) and Termsheets / Final Terms across the EU and Switzerland. Also, we completed the service integration with deritrade, to allow automatic availability of suitability reports in one place.

For structured products, docRepository has been extended to support 42 new issuers, covering various document types. We also reinforced our current connections, by updating another 29 existing issuers.  

docRepository now allows the retrieval of regulatory documents for 173 issuers and 24 stock exchanges.

*Data as of 31 December 2021. Some issuers supply multiple documents, each connection is counted separately.

Find the full list of docRepository Connections & Exchanges available here.

Also, in 2022 we will further extend the docRepository library and supply direct connections for a wider range of issuers. We are preparing for regulatory challenges shaping 2022: the full entry into force of FinSA Regulation, SFDR pre-contractual and periodic disclosures, UK PRIIP KID distribution, and the UCITS KIID transition to PRIIP KID.

Stay tuned to learn more about our Roadmap for 2022 in the Regulatory Watch!