cleversoft Services - cleversoft

Services by industry

Recommended services:

Services by category

Recommended services:

Services by regulation

The compliance software you need, in one simple search

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.

Let’s talk how we can help your business

Connect to a new world of efficiency by utilising cleversoft’s business solutions.

Let’s talk how we can help your business

Connect to a new world of efficiency by utilising cleversoft’s business solutions.

cleverKYC Suite

cleverKYC

Make customer onboarding efficient and reduce fraud with a fully compliant all-in-one AML and CTF solution

cleverKYC Suite

PEP and Sanctions Screening

PEP and Sanction Data

cleverKYC Suite

AML Risk API-Integration

Integrate AML and KYC into your existing system and/or interface AMLspotter with your management program

cleverKYC Suite

KYC Microsoft Dynamics 365 Integration

KYC functionality built directly into your Microsoft Dynamics 365 CRM

docRepository Suite

docRepository

Regulatory Distribution Services.

docRepository Suite

Deritrade Integration

deritrade by Vontobel Integration with cleversoft docRepository

docRepository Suite

PIB Service

Generate Product Information Sheets quickly and easily.

docRepository Suite

FinSA Service

FinSA Service (Distribution and Creation Modules) – complete compliance for the Financial Services Act (FinSA) and FinSO

docRepository Suite

Core Banking Integration and Advisory Tools

Seamless and easy integration with your systems

FactsheetsLIVE™ Suite

FactsheetsLIVE™ Direct API

HAPI-based fund integration for your websites and tools.

FactsheetsLIVE™ Suite

FactsheetsLIVE™

Automated delivery of daily updated, interactive fund factsheets and web components.

FactsheetsLIVE™ Suite

Dynamic Portfolio

Compile individual portfolios from any number of funds.

FactsheetsLIVE™ Suite

ESG Factsheets

Your ESG marketing material surrounding the regulatory required documents

FactsheetsLIVE™ Suite

Equity Factsheets

Automate the generation of your shares and bonds factsheets

FactsheetsLIVE™ Suite

Fund Comparison

Enable your customers to compare your funds.

FactsheetsLIVE™ Suite

FD Distributor™

Publish and distribute fund data, reports, and portfolios

FactsheetsLIVE™ Suite

Fund Finder

Help customers easily identify the best investments

FactsheetsLIVE™ Suite

Fund Focus List

Display a list of key figures, fees, and portfolio data

FactsheetsLIVE™ Suite

cleverHub (LightBackend)

Easy to use tailor-made backend fitted exactly to your processes

FactsheetsLIVE™ Suite

Model Portfolio Factsheets

Automatically create factsheets for fund portfolios

FactsheetsLIVE™ Suite

Performance Contribution

Performance contribution transparency for your investors

FactsheetsLIVE™ Suite

Savings Plan Calculator

Help customers find the right plan with this online tool

FactsheetsLIVE™ Suite

Tax Calculator

Online calculator for inventory, purchases, and sales

FactsheetsLIVE™ Suite

Peer Group Report

Compare your fund in a customer-specific peer group

Financial Services App Suite

Financial Services App (CRM)

An out-of-the-box custom solution

Financial Services App Suite

Portfolio Software Integration

A CRM that integrates directly with your portfolio software.

PRIIPs for all asset classes

Monitor, update, and complete PRIIPs for all asset classes

CSRD Service

Workflow-based collection of your KPIs (e.g carbon footprint, social criteria such as board diversity). We support the production of iXBRL-based submissions and human-readable reports.

PASI

Report group wide statements showing your contribution to sustainable investing across your financial institution's full portfolio.

Swiss Climate Score

Transparent and simplified summary of your company's impact on climate change, based on the UN Geneva Taskforce approach.

Solvency II

Solvency II Reporting Solution

SFDR Service

A turnkey solution for complying with SFDR requirements under European ESG efforts

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

MiFID II Product Governance

Bring the right financial product to the right customer

Legal Documentation

Create and manage legal documentation for derivatives

IORP II

IORP II XBRL reporting with user-friendly software

IFRS 17

Are you ready for the latest IFRS standards?

XBRL Taxonomy FTK Reports

Implementation XBRL Taxonomy 1.0.3 FTK reports according to DNB Standard for Pension Funds

AML, Fraud & Special Investigations (Case Management)

Identify fraud and AML risks at an early stage with the cloud based ForensicCloud Platform

©2023 cleversoft | All rights reserved.