Add efficiency and peace-of-mind to join your regulatory workflow with our audit-compliant, document creation software.
In addition to the regulation of regulatory requirements enables the docCreator uniform layout and design gave about all document types and transferred these in uniform structures.
Our technology is based on a modern SOA, or Services Oriented Architecture. This gives us the ability to develop dynamic and flexible new solutions while providing you with a swift time-to-market.
Generate Product Information Sheets quickly and easily
Automated delivery of daily updated, interactive fund factsheets and web components
FinSA Service (Distribution and Creation Modules) – complete compliance for the Financial Services Act (FinSA) and FinSO
Seamless and easy integration with your systems
deritrade by Vontobel Integration with cleversoft docRepository
Unlock streamlined access to all regulatory documents effortlessly
Automate the generation of your shares and bonds factsheets
Your ESG marketing material surrounding the regulatory required documents
Publish and distribute fund data, reports, and portfolios
Automatically create factsheets for fund portfolios
Help customers find the right plan with this online tool
Online calculator for inventory, purchases, and sales