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A modular and flexible platform for document, presentation, and prospectus management

Add efficiency and peace-of-mind to join your regulatory workflow with our audit-compliant, document creation software.


Book a demo


and unlock the power of Pre-trade Compliance today.


Get in Touch

Book a demo


and unlock the power of Pre-trade Compliance today.


Get in Touch

Production Ready

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.

 

Open IT Infrastructure

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.

Benefits for Financial Services

  • Automated, on-demand generation of PRIIPs, KIDs, KIIDs PIBs, and other regulatory documents
  • Implementation of performance data, risk-return matrices, and more!
  • Simultaneous processing and approval of documents, snippets, and text blocks
  • Generate and send documents in PDF, XML and HTML format
  • Integration of 3rd-party market data, reference data, and KID hubs
  • Vendor and customer data feeds
  • Vector graphics for high-quality images and offset prints
  • Flexible editor with reusable components, inheritance, and logic
  • Pagination control to create the perfect document
  • Available in all languages
Pre-Trade Compliance Services
SFDR Service

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

PRIIPs for all asset classes

Monitor, update, and complete PRIIPs for all asset classes

PIB Service

Generate Product Information Sheets quickly and easily

FactsheetsLIVE™

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

FinSA Service

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

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

Equity Factsheets

Automate the generation of your shares and bonds factsheets

ESG Factsheets

Your ESG marketing material surrounding the regulatory required documents

FD Distributor™

Publish and distribute fund data, reports, and portfolios

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

PRIIPs for Banks

A complete compliance package for issuers and distributors

PRIIPs for Funds

Create KIDs, calculate performance, risk, and cost figures

PRIIPs for Insurance

Monitor, update, and complete PRIIP KIDs in record time

Savings Plan Calculator

Help customers find the right plan with this online tool

Tax Calculator

Online calculator for inventory, purchases, and sales