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A complete service and full suite of tools for asset management companies of all shapes and sizes

Add efficiency to your marketing, reports, and communications with our modular services for asset management.


Skip the line, talk to sales


Get the tools your asset management firm needs.


Get in touch

Skip the line, talk to sales


Get the tools your asset management firm needs.


Get in touch

Quick and Easy Implementation

At cleversoft, we’re growing because we’ve become experts at executing impressive turnaround times — especially, compared to other regulatory technology providers. Explore our proprietary platform that helps us make implementation look easy.

API Integrations

In today’s world, your tools need to work together to ensure optimum security and reliability. That’s why cleversoft was built with integrations in mind, first. When it comes to your most critical tools, let our open IT infrastructure do the work.

Asset Management Services
FactsheetsLIVE™

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

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

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

cleverKYC

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

docRepository

Unlock streamlined access to all regulatory documents effortlessly

Dynamic Portfolio

Compile individual portfolios from any number of funds

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

Fraud Prevention, AML and Risk-Management

Identify fraud and anti-money laundering (AML) risks at an early stage with a cloud-based case management solution.

Transaction Monitoring

Enjoy the proven concept of a powerful post-event monitoring system that combines rule-base and AI-driven approaches.

Fund Comparison

Empower 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

KYC Microsoft Dynamics 365 Integration

KYC functionality built directly into your Microsoft Dynamics 365 CRM

MiFID II Product Governance

Bring the right financial product to the right customer

Model Portfolio Factsheets

Automatically create factsheets for fund portfolios

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

Portfolio Software Integration

A CRM that integrates directly with your portfolio software

PRIIPs for Funds

Create KIDs, calculate performance, risk, and cost figures

Savings Plan Calculator

Help customers find the right plan with this online tool

SharePoint Integration

SharePoint and Dynamics CRM: A Dream Team

Tax Calculator

Online calculator for inventory, purchases, and sales