Value proposition

Compliance simplified

cleversoft offers cloud-based RegTech solutions to more than 1,000 financial institutions worldwide, optimizing advisory and compliance-related business processes.

The cleversoft services cover the entire value chain: from advisory process, data management to regulatory data calculation and professional portfolio analyses and optimization, to the production of regulatory compliant documents, marketing materials and investment proposals - in accordance with ESG/SFDR, CSRD, MIFID II, IDD, 6AMLD, Solvency II, IFRS 17, PRIIPs and IORP and much more.

As a one-stop shop, cleversoft delivers fully digital end-to-end investment advice, sales and financial transaction processes. cleversoft also offers efficient and innovative solutions for combating financial crime such as AI-based transaction monitoring and automated reporting to the supervisory authorities.

Financial Services, PRIIP, Factsheets, Marketing Documents, Banks, Asset Managers, Insurance Companies, Regulatory Documents & Reporting, MiFID II, RegTech, Solvency II, FIDLEG, Pre Trade Compliance, SFDR, IFRS17, Financial Crime Prevention, CSRD, ESG, FINSA, Transaction Monitoring, AML, KYC, AI, and Supervisory Reporting