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