Digital Advisory & ComplianceA modular and flexible investment advisory and compliance platform covering the complete digital investment advisory value chain.
Navigating the complexities of compliant investment advice is challenging. Our end-to-end WealthTech solutions streamline the management and delivery of personalized investment advice. The flexible services adapt to your business model, ensuring compliance while impressing your clients.
Transform risk into opportunity now!
Find with us the right tools and services for your specific requirements.
Explore our variety of Digital Advisory services
Everything you need for fully compliant investment advisory workflow and regulatory processes:
- Customer Profiling: All customer characteristics and objectives relevant to advice and customer management, including ESG.
- Portfolio Analysis: Detailed analyses, simulations and forecasts regarding portfolio structure, risk and performance.
- Portfolio Advisory: Regulation-compliant management and support of holistic investment recommendations according to client requirements.
- Portfolio Monitoring: Generate tasks and advisory occasions based on regulation, sales and structural targets.
Portfolio Advisory & Model Portfolio Management
Portfolio Monitoring
Portfolio Tool
MiFID II Product Governance
Why choose cleversoft?
Full coverage of the digital investment advisory value chain
Combining the power of an established data platform and calculation cores (tetralog) with docCreator and docRepository, our digital investment advisory solutions and services address every single step of regulatory compliant investment advice.
Expertise in Regulatory Compliance
The cleversoft team of experts has long-standing experience in compliant investment advisory processes regulatory compliance and data management across countries and industries. Our services adhere to EU MIFID II rules and include the creation of all necessary documents, such as PIBs, PRIIP KIDs and SFDR documents.
Industry specific solutions
cleversoft provides services tailored to your industry to reduce compliance risks. Our solutions significantly reduce your workload and increase transparency within your organization and to your customers.
Efficiency through automation
Our highly automated solutions cover all components of the investment advisory and reporting process- from data creation to document distribution. Effortlessly calculate performance, risk metrics and costs. Automate the generation and monitoring of your investment proposals and KID documents. Produce EPT files and easily access third party reports. With cleversoft, you keep your efforts to a minimum.
Seamless Integration
Our out-of-the-box solutions are is available over a graphical user interface (GUI) and an application programming interface (API). Seamless integration with your existing infrastructure is easy.
The cleversoft Compliance Commitment
We guarantee full compliance with all current and future PRIIPs regulations. As a cleversoft customer, you will receive all necessary updates free of charge.