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Help customers find the right plan with this online tool

Meet the requirements of the BaFin recommendation on presenting historical net returns by using our savings plan calculator.

Get started with Savings Plan Calculator today

We will be happy to advise you on the details.

Get in touch

Get started with Savings Plan Calculator today

We will be happy to advise you on the details.

Get in touch
Your customers and visitors to the website can enter their individual costs, investment amount and investment term, and can select the target fund. The individual performance is then calculated automatically.

The FactsheetsLIVE™ Savings Plan Calculator module allows you, as a fund provider, capital management company, or distributor, to integrate the online calculator described in the BaFin Circular “4/2010 (WA) – MaComp” 3.3.4.1.7 paragraph “Effect of commissions, fees and other charges” into your website as a ready-to-use and configurable tool.

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.

Get in touch
01

Discover and Learn

Our services range from free self-service trials to solutions that require white glove service. In both cases, we start by learning about you.
02

Configuration

We make sure you have everything you need to get started with your software and compliance services.
03

Rollout and Installation

Whether you have opted for an on-premise installation in SaaS self-service, or directly in the Cloud, rest assured that you can start using our solutions right away.
04

Customer Success

Once you are up and running, our Customer Success team is here to help you every step of the way.
05

Upscale

Scalability. We work with companies of all sizes, with varying numbers of end users. When you're ready to scale your solution, look no further than cleversoft.
06

Availability

It's not just our technologies that have a 99.98% uptime, it's also our technical and customer service teams that are always there when you need them.