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Monitor, update, and complete PRIIPs for all asset classes

cleversoft offers you industry-specific services to ensure your compliance around PRIIPs in an efficient way. Calculate performance, risk metrics and costs with minimal effort and create your KIDs documents in record time.


Get started with PRIIPs


We will be happy to advise you on the details.

Get in touch

Get started with PRIIPs


We will be happy to advise you on the details.

Get in touch

Your advantages:

  • cleversoft guarantees full compliance with all upcoming regulatory changes to the PRIIPs regulation.
  • The high degree of automation of the entire process increases the efficiency of your reporting – from data generation to distribution of documents.
  • You receive a turnkey ready solution that seamlessly integrates into your infrastructure.
  • Local regulations are also covered: EU and UK PRIIPs as well as Swiss FinSA BIBs.

This service also includes continuous monitoring and updating of data and documents.

 

Service overview

  • Procurement of target fund data directly from investment companies on behalf of the insurance company
  • Coordination, format and delivery
  • Continuous monitoring
  • Preparation of PRIIP KID documents and appendices
  • Automatic fund data delivery extension by PRIIP target fund data to the insurance company
PRIIP Solutions
PRIIPs for Insurance

Monitor, update, and complete PRIIP KIDs in record time

PRIIPs for Funds

Create KIDs, calculate performance, risk, and cost figures

PRIIPs for Banks

A complete compliance package for issuers and distributors

OTC KID Generator

Create PRIIP-KIDs for all your OTC products

PRIIPs for all asset classes

Monitor, update, and complete PRIIPs for all asset classes

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.