Your Hassle-Free Path to Full Transparency of Your Value Chain
The ESG/SDR Compliance Service (UK) enables banks to easily create and distribute fully compliant consumer-facing, product-level, and entity-level disclosures to consumers and institutions.
Book a demo now and stay ahead UK SDR regulations!
We will be happy to advise you on details.
Why Choose the ESG/SDR Compliance Service (UK)?
With the cleversoft ESG/SDR Compliance Service (UK), financial institutions receive all they need to efficiently produce, distribute, and retrieve fully compliant UK SDR disclosures, including ESG data and calculations. It simplifies UK SDR reporting with predefined sections, standard KPIs (e.g. carbon emissions, GRI calculations), and best practices for visual elements like graphs and images. Seamless system integrations and centralized data processing help you kickstart reporting with ease.
Like all cleversoft document and supervisory reporting services, it streamlines your operations, reduces compliance costs, and ensures full regulatory compliance.
The cleversoft Compliance Commitment
As the only compliance partner in the industry, we guarantee that our ESG/SDR Compliance Service (UK) is and remains fully compliant with current and future UK SDR regulations, ensuring you stay ahead of regulatory changes. As a cleversoft customer, you’ll receive all necessary updates timely, keeping your financial institution compliant at all times.
Key Features
- Unified Platform for any ESG Document Generation and Retrieval
Quick access and easy process management - Ready-to-Use Data Models
Already available & in use for portfolio disclosures under other regulations - ESG Data Connections
Ready-to-use ESG interfaces and know-how - Standardized KPI Calculations
Ready-to-Use catalogue with over 100 ESG KPIs >> Choose KPIs for i.e. carbon emissions, GRI calculations - Standard Template / Disclosure-Elements
Pre-Defined options for every section to simplify your SDR compliance - Best Practices for Template Visualisations
Established graphs, pictures and other visualizations from cleversoft factsheets service - Intuitive Workflow
Guides you through the steps of document generation - Simplified Document Review and Approval Process
Intuitive platform for all user actions - Automated deviation handling
For ESG mandates - Established Avaloq API
Full Portfolio data transfer - Comprehensive Audit Log
Data integrity and traceability guaranteed - Documents Archive
10 years as required by regulation
Your Benefits
- Industry-proven cloud-based platform for generating, archiving and distributing factsheets and regulatory documents at scale
- Single source of truth for all regulatory documents, ensuring information consistency
- Increased operational efficiency through digital processes and automation
- Compelling customer experience with transparent, consumer-facing disclosures supporting sustainability claims
- Compliance Commitment guarantees that our ESG/SDR Compliance Service (UK) is and remains fully compliant with current and future UK SDR regulations
Why cleversoft?
- 15+ Years of experience in generating factsheets and regulatory documents
- Deep experience with EU ESG regulations (SFDR and CSRD)
- Comprehensive software maintenance
- Dedicated business hours support
Nous travaillons avec des prestataires de services financiers du monde entier. Laissez-nous vous présenter notre processus d'onboarding.
Notre équipe dispose de nombreuses années d’expérience dans le secteur pour vous accompagner tout au long du processus d’achat de logiciels compliance – de A à Z.