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deritrade by Vontobel Integration with cleversoft docRepository

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 Deritrade Integration today


We will be happy to advise you on the details.

Get in touch

Get started with Deritrade Integration today


We will be happy to advise you on the details.

Get in touch

When advisors at banks and wealth management firms need to create diversified, efficient, and risk-adjusted portfolios, they often look to their investment advisory tool to carry out the job.  Often, however, the utilization of these tools on their own — without integrations to platforms like docRepository — can lead to hours of additional manual work to ensure regulatory compliance is maintained throughout the document generation process.

To help tackle this challenge, cleversoft and deritrade by Vontobel have teamed up to streamline the creation of real-time indicative terms and KIDs of products, tailored to deritrade.

Key benefits

  • Save time by automatically keeping all the documents you need for suitability reports in one place.
  • Easily storing required regulatory documents in the right place in the investment process.
  • Real time transfer of documents from deritrade to docRepository, delivery from docRepository to your remaining connected systems and tools.

Functionalities of the integration

  • Push indicative terms and KIDs from deritrade by Vontobel to cleversoft docRepository
  • Retrieve indicative terms and KIDs in all your connected third-party advisory tools and Core Banking Systems
  • Maintain all relevant documents for suitability checks in one place in your advisory software

We work with financial services providers all around the world. Let us introduce you to our onboarding process.

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