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

Ensure secure regulatory workflows in your company – with our compliance services for insurances


Skip the line, talk to sales


Discover the right solutions for your insurance company.


Get in touch

Skip the line, talk to sales


Discover the right solutions for your insurance company.


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.

Insurance Services
IFRS 17 Service

A modern and scalable software that helps you comply with the IFRS 17 accounting standard using a proven methodology and framework

cleverForensics

Identify fraud and AML risks at an early stage with a cloud-based case management solution

SFDR Service

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

Solvency II Service

Solvency II Reporting Solution

PRIIPs for all asset classes

Monitor, update, and complete PRIIPs for all asset classes

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

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

Financial Services App (CRM)

An out-of-the-box custom solution

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

Model Portfolio Factsheets

Automatically create factsheets for fund portfolios

PEP and Sanctions Screening

PEP and Sanction Data

Performance Contribution

Performance contribution transparency for your investors

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