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A modular and flexible platform for banks of all shapes and sizes, and budgets

Add peace-of-mind to your bank’s regulatory workflow and automation – the compliance management for banks is here.


Skip the line, talk to sales


Discover the right solution for your banking institution.


Get in touch

Skip the line, talk to sales


Discover the right solution for your banking institution.


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

docCreator™ is based on a modern SOA, or Services Oriented Architecture. This enables us the ability to develop dynamic and flexible new solutions and services, like FactsheetsLIVE™, while providing customers with swift time-to-market.

Banking Services
cleverKYC

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

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

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

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

FactsheetsLIVE™ Direct API

HAPI-based fund integration for your websites and tools

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 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

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

PEP and Sanctions Screening

PEP and Sanction Data

Portfolio Software Integration

A CRM that integrates directly with your portfolio software

PRIIPs for Banks

A complete compliance package for issuers and distributors

SharePoint Integration

SharePoint and Dynamics CRM: A Dream Team