Services by Industry

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

cleverKYC Suite

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

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

Monitor, update, and complete PRIIPs for all asset classes

FactsheetsLIVE™ Suite

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

A turnkey solution guaranteeing ongoing compliance

cleverKYC Suite

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

FactsheetsLIVE™ Suite

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

docRepository Suite

Seamless and easy integration with your systems

docRepository Suite

deritrade by Vontobel Integration with cleversoft docRepository

docRepository Suite

Regulatory Distribution Services.

FactsheetsLIVE™ Suite

Compile individual portfolios from any number of funds.

FactsheetsLIVE™ Suite

Automate the generation of your shares and bonds factsheets

FactsheetsLIVE™ Suite

Your ESG marketing material surrounding the regulatory required documents

FactsheetsLIVE™ Suite

HAPI-based fund integration for your websites and tools.

FactsheetsLIVE™ Suite

Publish and distribute fund data, reports, and portfolios

Financial Services App Suite

An out-of-the-box custom solution

docRepository Suite

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

FactsheetsLIVE™ Suite

Enable your customers to compare your funds.

FactsheetsLIVE™ Suite

Help customers easily identify the best investments

FactsheetsLIVE™ Suite

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

IORP II XBRL reporting with user-friendly software

cleverKYC Suite

KYC functionality built directly into your Microsoft Dynamics 365 CRM

Create and manage legal documentation for derivatives

Bring the right financial product to the right customer

FactsheetsLIVE™ Suite

Automatically create factsheets for fund portfolios

Create PRIIP-KIDs for all your OTC products

FactsheetsLIVE™ Suite

Compare your fund in a customer-specific peer group

cleverKYC Suite

PEP and Sanction Data

FactsheetsLIVE™ Suite

Performance contribution transparency for your investors

docRepository Suite

Generate Product Information Sheets quickly and easily.

Financial Services App Suite

A CRM that integrates directly with your portfolio software.

A complete compliance package for issuers and distributors

Create KIDs, calculate performance, risk, and cost figures

Monitor, update, and complete PRIIP KIDs in record time

FactsheetsLIVE™ Suite

Help customers find the right plan with this online tool

Financial Services App Suite

SharePoint and Dynamics CRM: A Dream Team

Solvency II Reporting Solution

FactsheetsLIVE™ Suite

Online calculator for inventory, purchases, and sales

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

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.

Transparent and simplified summary of your company's impact on climate change, based on the UN Geneva Taskforce approach.