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Services by Industry

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.

Recommended services
AML, Fraud & Special Investigations (Case Management)

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


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

PRIIPs for all asset classes

Monitor, update, and complete PRIIPs for all asset classes


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


A turnkey solution guaranteeing ongoing compliance

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


Regulatory Distribution Services.

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

Enable 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 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.

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

SharePoint Integration

SharePoint and Dynamics CRM: A Dream Team

Solvency II

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

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.


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.