At cleversoft, we’ve developed a service, software, or tool to tackle even the most complex compliance use cases. Use the search function to easily identify the regulatory software and services you need.
Make customer onboarding efficient and reduce fraud with a fully compliant all-in-one AML and CTF solution
PEP and Sanction Data
Integrate AML and KYC into your existing system and/or interface AMLspotter with your management program
KYC functionality built directly into your Microsoft Dynamics 365 CRM
Regulatory Distribution Services.
deritrade by Vontobel Integration with cleversoft docRepository
Generate Product Information Sheets quickly and easily.
FinSA Service (Distribution and Creation Modules) – complete compliance for the Financial Services Act (FinSA) and FinSO
Seamless and easy integration with your systems
HAPI-based fund integration for your websites and tools.
Automated delivery of daily updated, interactive fund factsheets and web components.
Compile individual portfolios from any number of funds.
Your ESG marketing material surrounding the regulatory required documents
Automate the generation of your shares and bonds factsheets
Enable your customers to compare your funds.
Publish and distribute fund data, reports, and portfolios
Help customers easily identify the best investments
Display a list of key figures, fees, and portfolio data
Easy to use tailor-made backend fitted exactly to your processes
Automatically create factsheets for fund portfolios
Performance contribution transparency for your investors
Help customers find the right plan with this online tool
Online calculator for inventory, purchases, and sales
Compare your fund in a customer-specific peer group
An out-of-the-box custom solution
SharePoint and Dynamics CRM: A Dream Team
A CRM that integrates directly with your portfolio software.