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Easy procurement and distribution of all regulatory documents.

docRepository is an integrated service application for the procurement and provision of all necessary regulatory documents and mandatory publications from issuers and product manufacturers.

Get started with docRepository today

We will be happy to advise you on the details.

Get in touch

Get started with docRepository today

We will be happy to advise you on the details.

Get in touch

The docRepository Suite

With docRepository, financial services providers, banks, issuers, and investment management companies, as well as direct banks and brokers, have access to a service application for the acquisition, management and long-term archiving of documents that are required for regulatory purposes

Do you distribute products from other banks, asset managers and insurance companies?

Whether you’re looking for fund documents (PRIIP KID, Prospectus etc.) or a PIB for a stock, a Swiss FIDLEG, a UK or a European PRIIP KID, docRepository automatically delivers the right document.

The following docRepository distribution modules can be activated:

  • PIB Service

    Standard information sheets in accordance with the WpHG specifications for Equities and Plain Vanilla Bonds, for customers advising German retail clients


    Integration of FE Fundinfo or Allfunds API connection, or retrieval via Edisoft or Morningstar, according to customer specifications.

  • ETD Wizard

    24 worldwide exchanges connected for KIDforPRIIPs and additionally KIDforPRIIPs for EUREX Product ISINs.

  • docRepository FinSA Module

    Covers Swiss FinSA KID documents (FIDLEG-BIB) and allows for bespoke fallbacks to be set up to retrieve equivalent EU PRIIP documents when the FinSA KID is not available.

  • docRepository UK PRIIP KID Module

    Includes document type UK-KIDforPRIIP to cover UK specifications for customers serving UK retail clients.

  • docRepository Termsheets

    Termsheets and Final Terms for structured products and notes, from top issuers in the EU and Switzerland, plus a fallback on the ESMA Final Terms database.

docRepository Features
docRepository allows for the smooth and hassle-free retrieval of legally required documents in multiple languages – such documents are relevant upon investments and trades and can thus be easily made available to retail clients.

In addition to the on-demand generation of PIB documents, cleversoft provides key investor information on funds (UCITS KIIDs from fund providers) and original KIDforPRIIP documents from issuers.

View an updated list of 170+ connected issuers and 24 exchanges.

Besides the docRepository front-end and standalone API retrievals, documents are made available via standard interfaces and adapter services, for example as integration/deployment in customer applications (internet, intranet, terminals, platforms, and brokerage applications).

See below a preview of the front-end functionalities.

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.