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Seamless and easy integration with your systems

The docRepository is an integrated service application for the procurement and provision of all necessary regulatory documents and mandatory publications from issuers and product manufacturers. As a complete solution, docRepository allows for legally required documents to be obtained (in multiple languages) easily and in a process-optimized manner in order that these can in turn be provided to retail clients.

Get started with Core Banking Integration and Advisory Tools today

We will be happy to advise you on the details.

Get in touch

Get started with Core Banking Integration and Advisory Tools today

We will be happy to advise you on the details.

Get in touch
All docRepository modules can be seamlessly integrated and made available via your Core Banking System or via the Advisory Tools that you currently use, across the EU and Switzerland. The retrieval is ensured by using the docSuite API: both SOAP and REST methods can be used. The plug-and-play setup allows for a smooth integration and go-live.

Here’s a list of the main integrations supported:

Core Banking Systems

  • Avaloq
  • Finnova
  • FinStar
  • NewAccess

Advisory Tool Integrated Solutions

  • swissQuant
  • Avaloq Portfolio management
  • Finnova investment Proposal
  • NewAccess

Third-Party Solutions

  • Allocare
  • Swisscom (eVoja)
  • Evooq
  • EdgeLab
  • Ecofin (Finfox Pro / Finfox Touch)
  • InventX
  • UnRisk Omega
  • SwissQant (impaQt classic and ImpaQt plus)
  • InvestCloud

Don’t see your banking system/advisory tool mentioned above or you have a bespoke one? Contact us for the comprehensive list of integrations and tools for bespoke solutions.

We work with corporate financial services all around the world. This is our process.

Our team has years of industry experience to help you through the entire regulatory compliance software procurement process – from A to Z.

Get in touch
01

Discover and Learn

Our services range from free self-service trials to solutions that require white glove service. In both cases, we start by learning about you.
02

Configuration

We make sure you have everything you need to get started with your software and compliance services.
03

Develop

Whether you have opted for an on-premise installation in SaaS self-service, or directly in the Cloud, rest assured that you can start using our solutions right away.
04

Customer Success

Once you are up and running, our Customer Success team is here to help you every step of the way.
05

Upscale

Scalability. We work with companies of all sizes, with varying numbers of end users. When you're ready to scale your solution, look no further than cleversoft.
06

Availability

It's not just our technologies that have a 99.98% uptime, it's also our technical and customer service teams that are always there when you need them.