PRIIPs

The EU regulation on "packaged retail and insurance-based investment products" (PRIIPs) serves to protect retail investors in transactions with packaged investment products.

Discover the right solution for you.

Discover the right solution for you.

PRIIP Services

docRepository

Regulatory Distribution Services.

Deritrade Integration

deritrade by Vontobel Integration with cleversoft docRepository

PIB Service

Generate Product Information Sheets quickly and easily.

FinSA Service

FinSA Service (Distribution and Creation Modules) – complete compliance for the Financial Services Act (FinSA) and FinSO

Core Banking Integration and Advisory Tools

Seamless and easy integration with your systems

PRIIPs for all asset classes

Monitor, update, and complete PRIIPs for all asset classes

PRIIPs for Insurance

Monitor, update, and complete PRIIP KIDs in record time

PRIIPs for Funds

Create KIDs, calculate performance, risk, and cost figures

PRIIPs for Banks

A complete compliance package for issuers and distributors

OTC KID Generator

Create PRIIP-KIDs for all your OTC products