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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.

Jörg Barenhoff, Sales & Business Development
Get in touch

Skip the line, talk to sales

Discover the right solution for your banking institution.

Jörg Barenhoff, Sales & Business Development
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
AML, Fraud & Special Investigations (Case Management)

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

cleverKYC Suite
cleverKYC

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

docRepository Suite
PIB Service

Generate Product Information Sheets quickly and easily.

FactsheetsLIVE™ Suite
FactsheetsLIVE™

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

cleverKYC Suite
AML Risk API-Integration

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

FactsheetsLIVE™ Suite
cleverHub (LightBackend)

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

docRepository Suite
Core Banking Integration and Advisory Tools

Seamless and easy integration with your systems

docRepository Suite
Deritrade Integration

deritrade by Vontobel Integration with cleversoft docRepository

docRepository Suite
docRepository

Regulatory Distribution Services.

FactsheetsLIVE™ Suite
Equity Factsheets

Automate the generation of your shares and bonds factsheets

FactsheetsLIVE™ Suite
ESG Factsheets

Your ESG marketing material surrounding the regulatory required documents

FactsheetsLIVE™ Suite
FactsheetsLIVE™ Direct API

HAPI-based fund integration for your websites and tools.

Financial Services App Suite
Financial Services App (CRM)

An out-of-the-box custom solution

docRepository Suite
FinSA Service

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

FactsheetsLIVE™ Suite
Fund Finder

Help customers easily identify the best investments

FactsheetsLIVE™ Suite
Fund Focus List

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

cleverKYC Suite
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

FactsheetsLIVE™ Suite
Model Portfolio Factsheets

Automatically create factsheets for fund portfolios

OTC KID Generator

Create PRIIP-KIDs for all your OTC products

cleverKYC Suite
PEP and Sanctions Screening

PEP and Sanction Data

Financial Services App Suite
Portfolio Software Integration

A CRM that integrates directly with your portfolio software.

PRIIPs for Banks

A complete compliance package for issuers and distributors

Financial Services App Suite
SharePoint Integration

SharePoint and Dynamics CRM: A Dream Team