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Services by category

Our services cover: Document Management, Pre-Trade Compliance, Supervisory Reporting, Financial Crime Prevention, Factsheets and CRM.

Recommended services
Fraud Prevention, AML and Risk-Management

Identify fraud and anti-money laundering (AML) risks at an early stage with a cloud-based case management solution.

Transaction Monitoring

Enjoy the proven concept of a powerful post-event monitoring system that combines rule-base and AI-driven approaches.

cleverKYC

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

SFDR Service

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

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

PRIIPs for all asset classes

Monitor, update, and complete PRIIPs for all asset classes

PRIIPs for Banks

A complete compliance package for issuers and distributors

PRIIPs for Insurance

Monitor, update, and complete PRIIP KIDs in record time

PRIIPs for Funds

Create KIDs, calculate performance, risk, and cost figures

FactsheetsLIVE™

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

IFRS 17 Service

A modern and scalable software that helps you comply with the IFRS 17 accounting standard using a proven methodology and framework

AML Risk API-Integration

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

cleverHub (LightBackend)

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

Core Banking Integration and Advisory Tools

Seamless and easy integration with your systems

deritrade Integration

deritrade by Vontobel Integration with cleversoft docRepository

docRepository

Unlock streamlined access to all regulatory documents effortlessly

Dynamic Portfolio

Compile individual portfolios from any number of funds

Equity Factsheets

Automate the generation of your shares and bonds factsheets

ESG Factsheets

Your ESG marketing material surrounding the regulatory required documents

FactsheetsLIVE™ Direct API

HAPI-based fund integration for your websites and tools

FD Distributor™

Publish and distribute fund data, reports, and portfolios

Financial Services App (CRM)

An out-of-the-box custom solution

FinSA Service

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

Fund Comparison

Empower your customers to compare your funds

Fund Finder

Help customers easily identify the best investments

Fund Focus List

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

IORP II Service

IORP II XBRL reporting with user-friendly software

KYC Microsoft Dynamics 365 Integration

KYC functionality built directly into your Microsoft Dynamics 365 CRM

Legal Documentation

Create and manage legal documentation for derivatives

MiFID II Product Governance

Bring the right financial product to the right customer

Model Portfolio Factsheets

Automatically create factsheets for fund portfolios

OTC KID Generator

Create PRIIP-KIDs for all your OTC products

Peer Group Report

Compare your fund in a customer-specific peer group

PEP and Sanctions Screening

PEP and Sanction Data

Performance Contribution

Performance contribution transparency for your investors

PIB Service

Generate Product Information Sheets quickly and easily

Portfolio Software Integration

A CRM that integrates directly with your portfolio software

Savings Plan Calculator

Help customers find the right plan with this online tool

SharePoint Integration

SharePoint and Dynamics CRM: A Dream Team

Solvency II Service

Solvency II Reporting Solution

Tax Calculator

Online calculator for inventory, purchases, and sales

XBRL Taxonomy FTK Reports

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

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