Issuance Automation

Issuance Automation for Derivatives

cleversoft aims to allow financial products manufacturers to ease and automate not just regulatory compliance, but the full issuance automation process. Our solutions cover the complete creation and distribution of legal and contractual document generation and distribution, incl. termsheets, final terms, prospectus, trade confirmations, notices, simplified prospectuses and more.

Automate Issuance today

We will be happy to advise you on the details.

Jörg Barenhoff, Sales & Business Development, cleversoft

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Building on our strong experience and background in regulatory services, we have developped a state of the at document generation engine. It allows you to fully automate your pre-contractual and contractual documentation. Replace manual steps with automation and ensuring little risk of errors by strong validation and content logic.

Our service includes full automation of generation for contractual documentation:

Indicative & Final Termsheets
Final Terms
Prospectus
Swiss-Simplified Prospectuses
Trade Confirmation
Product Summaries & Factsheets
Trade Confirmations
Notices
Target Market Disclosures

Strong, business level validation customizable to individual business needs tp prevent documents generation errors- User-friendly validation, displays all provided reference data via the graphical user interface (GUI) and machine-readable errors via the API.
Automated workflows for error handling and triggering alerts.

Complete process audit trail for generated documents
Configurable retention policy
Audit trail of changes to the document content and logic, including optional 4-eyes validation of authorization workflows

In-depth expertise not just in the technical development, but also in financial market business. Our team of professionals have many years of experience in the issuance market and can actively support you in validating your document templates
External legal advice over partners, dedicated to the Financial services business

Full-service translation of financial content, directly integratable into document automation
Partnerships with translation agencies
Experts and native speakers with a financial background

Integrate contractual and pre-contractual documentation directly with our compliance services, such as PRIIP, MiFID C&C, FinSA, etc.
Automate document generation throughout the product lifecycle with our lifecycle monitoring & DeltaMonitor workflows