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Submission: On April 17 via manual from GB — Scanned from GB
Submission: On April 17 via manual from GB — Scanned from GB
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Industry Industry Banks Manage, monitor, and control all regulatory aspects for your bank. Insurance Automate and simplify insurance reports and processes. Asset Management Easily keep your investor relationships compliant for MiFID II, SFDR, and more. Pension Funds Make regulatory compliance and reporting a breeze for your fund. Top industry SERVICES PEP and Sanctions Screening PEP and sanctions list screening, with ease . Solvency II The #1 hassle-free Solvency II solution for all 3 pillars. SFDR Service A turnkey solution for complying with SFDR requirements. PRIIPs for Insurance Monitor, update, and complete PRIIP KIDs in record time. PRIIPs for Funds Create KIDs, calculate performance, risk, and cost figures. PRIIPs for Banks A complete compliance package for issuers and distributors. OTC KID Generator Create PRIIP-KIDs for all your OTC products. Explore all solutions Flexible Pricing Self-Serve Signup Smaller, budget-friendly solutions for financial services firms just getting started. Premium Straightforward software and services tailored to your organization. Business Planning and implementation to ensure a flawless go-live. Enterprise Custom compliance software, services, and implementation. Request pricing Talk to sales Watch an overview cleversoft group GmbH Services By Category Documents Create, distribute, retrieve, and archive all your documents and data. Supervisory Reporting Generate reports in a snap — and get a free trial! Financial Crime Prevention KYC, AML, and transaction monitoring for all sizes and budgets. Fact Sheets Create dynamic investor fact sheets, automatically. CRM & Commissions A financial services CRM that can integrate with fund commissions. By Regulation IFRS 17 PRIIPs SFDR AMLD FTK FinSA GDPR IORP SFDR for ESGPopular KYC MER MaComp MiFID II ORSA PIBs Search all regulations Services at a glance See a sample fact sheet! Real-time, interactive, beautifully designed fact sheets to bring your investor information to life. New & Popular 🔥 CRM Integrations ORSA reporting PEP Screening Marketing Documents Talk to sales Watch an overview cleversoft group GmbH Resources LEARN Regulatory Watch Never miss the latest legislative changes in regulatory compliance. News & Updates Learn what's going on at the company, in the industry, and how we can help. cleversoft on LinkedIn Connect with us on LinkedIn and join the conversation. #iAMcompliance CONNECT Events Learn more about the next compliance event and register to attend! Schedule a Call Busy? Schedule a time that works for you to speak with our sales team. Support Need help? Start here and learn how our customer success team can help. Our Team Discover the team, mission, and values that drive team cleversoft. Leadership Learn about the executive team guiding the vision behind cleversoft's growth. Careers at cleversoft We're hiring! Find your fit with cleversoft. FEATURED READING March 14, 2023 FinDatEx Survey on ESG Reporting Template (EET) Read more March 13, 2023 AML: New lists added to the cleversoft FCCS sanctions catalogue Read more February 28, 2023 AML – Bold Decisions at the FATF’s Plenary & Updates to the EU List of Non-Cooperative Jurisdictions for Tax Purposes Read more Talk to sales Watch an overview cleversoft group GmbH Pricing EN DE NL FR Talk to sales Watch demo Talk to sales Watch an overview cleversoft group GmbH EN DE NL FR Close Cookie Popup Cookie Settings Note: For the best browser experience, we recommend using Edge, Chrome, Safari, Firefox, or most other browser alternatives to Internet Explorer 11. By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and provide more relevant marketing across channels. View our Privacy Policy for more information. Accept All Cookies Manage Cookies Deny Cookies Preferences Close Cookie Preference Manager Cookie Settings By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage and assist in our marketing efforts. View privacy policy. Strictly Necessary (Always Active) Cookies required to enable basic website functionality. Marketing Cookies used to deliver advertising that is more relevant to you and your interests. Personalization Cookies allowing the website to remember choices you make (such as your user name, language, or the region you are in). Analytics Cookies helping understand how this website performs, how visitors interact with the site, and whether there may be technical issues. Accept All Cookies Save Settings Thank you! Your submission has been received! Oops! Something went wrong while submitting the form. SIMPLIFY YOUR COMPLIANCE WITH CLEVERSOFT. Compliance software and services to fully handle compliance documents, regulatory reports, customer relationships, fact sheets, and financial crime prevention. Get started See all services We work with 1000+ happy companies! THE RIGHT SOLUTION FOR THE RIGHT TIME. How many times have you wished your compliance management software could connect with more sources to help unify operations and streamline data? With cleversoft, you can finally stop wishing — and start doing. * Create PRIIPs, PIBS, KIIDs, reports, risk profiles, and more! * Distribute financial documents and fund information * Retrieve documents and data from all sources * Manage and archive information with compliant audit trails See all services REGULATORY DOCUMENTS Create, distribute, retrieve, and archive FinSA, PRIIP, MiFID II , WpHG, UCITS KIIDs, and more — in all languages, for all countries. See demo Learn more REGULATORY REPORTING Enjoy hassle-free online reporting for Solvency II, IORP II, IFRS 17, XBRL Taxonomy FTK's, or jump right in and try out the EIA Securities report for 30 days, free. See demo Learn more FINANCIAL CRIME PREVENTION KYC, AML transaction monitoring, fraud prevention, and risk scoring for all sizes — from startups to the most established financial services firms. See demo Learn more DIGITAL FACT SHEETS Harness the power of FactsheetsLIVE™ to automatically create fact sheets, charts, and fund data for viewing on desktop, mobile, or PDF.. See demo Learn more CRM & COMMISSION Meet cleversoft’s MS Dynamics financial services CRM, tailored to tackle your biggest customer relationship management challenges, synchronize account data and automatically settle fund commissions and fees — built for the financial services industry. See demo Learn more ABOUT US 180+ EMPLOYEES TO HELP YOU PUT ALL YOUR COMPLIANCE IN ONE PLACE. THE ERA OF THE CLOUD Many financial services companies implement regulatory mandates and directives just before they go into effect, making cloud-enabled flexibility more important — and more powerful — than ever. Learn about the team that helps make regulatory compliance happen. 3 million+ Monthly filings 99.9% Availability & uptime 1000+ Happy clients 2004 Year established Read about us THE ENERGY OF A START-UP COMBINED WITH DECADES OF INDUSTRY EXPERIENCE. Compliance mandates and regulatory scrutiny are increasing concerns for the financial services industry. Companies who are nimble — and are able to quickly adapt to regulatory change — enjoy a distinct advantage in the market. 17+ YEARS IN BUSINESS We started with a mission to bring the speed, accuracy, and power of technology to the regulatory landscape. 1000+ HAPPY CLIENTS Our reach spans the European continent and beyond, with 1000+ companies using our solutions, and scaling up faster than ever. OUR SERVICES OUR COMPLIANCE SOLUTIONS SOLVE BUSINESS CHALLENGES. Get started Customer success Our team is ready and eager to help with your toughest compliance challenges. Learn more Technology To maintain your competitive edge, your compliance process must include technology. Our team of technology experts is here to ensure your compliance software just works. Learn more Cloud-first design At cleversoft, we lead the way in championing flexible cloud deployment for your compliance software. Whether your need is straightforward, or complex, we can help. Explore services A CLEVER SOLUTION FOR EVERY CUSTOMER. We build regulatory technology that works how you need it, when you need it. Our clients are located in countries across Europe, and around the globe. 1000+ happy companies (plus thousands of end-users) In order to be able to advise customers adequately on demand, the use of a supportive fund tool makes perfect sense and is often decisive in the sales process. Frank Ihln Project Manager, Helvetia THE COOLEST COMPLIANCE COMPANY IN EUROPE.* (*AT LEAST WE THINK SO!) See Job Vacancies READ OUR BLOG AND LATEST NEWS Go to the blog March 14, 2023 FINDATEX SURVEY ON ESG REPORTING TEMPLATE (EET) Read more March 13, 2023 AML: NEW LISTS ADDED TO THE CLEVERSOFT FCCS SANCTIONS CATALOGUE Read more February 28, 2023 AML – BOLD DECISIONS AT THE FATF’S PLENARY & UPDATES TO THE EU LIST OF NON-COOPERATIVE JURISDICTIONS FOR TAX PURPOSES Read more February 22, 2023 CSRD: CORPORATE SUSTAINABILITY REPORTING DIRECTIVE - WHAT IS THE CURRENT STATUS? Read more NEWSLETTER SUBSCRIBE FOR THE LATEST REGULATORY UPDATES Select interest...DocumentsReportingFinancial Crime PreventionFact SheetsCRM & CommissionsYes, sign me up! By checking this box, you agree to the Privacy Policy and you consent to receiving marketing communications regarding this event, other marketing purposes and offerings by cleversoft group GmbH companies (see Imprint). This consent can be revoked at any time via the opt-out link in each newsletter Thank you! Your submission has been received! Error! Please try again. COMPLIANCE, SIMPLIFIED. 👩💼 Open a support ticket +49 (0)89 288 511-10support@clever-soft.com Munich (HQ) • Amsterdam Frankfurt • Geneva • The Hague Luxembourg • Malta • Ruse • Sofia COMPANY About UsLeadershipCareers RESOURCES NewsEventsRegulatory Watch INDUSTRY BankingInsurancePension FundsAsset Management REGULATIONS IFRS 17 PRIIPs SFDR AMLD See all regulations CATEGORY DocumentsReportingFinancial CrimeFact SheetsCRM & Commission Talk to sales JOIN THE NEWSLETTER Select interest...DocumentsReportingFinancial Crime PreventionFact SheetsCRM & CommissionsYes, sign me up! By checking this box, you agree to the Privacy Policy and you consent to receiving marketing communications regarding this event, other marketing purposes and offerings by cleversoft group GmbH companies (see Imprint). This consent can be revoked at any time via the opt-out link in each newsletter Thank you! Your submission has been received! Oops! Something went wrong while submitting the form. © 2021 cleversoft group GmbH • All rights reserved. Privacy PolicyImprintLegal Notice ENTER YOUR DETAILS TO GET STARTED! 👋 You'll receive an email with next steps. First Name Work Email I'm interested in:Select one...DocumentsReportingFinancial Crime PreventionFact SheetsCRM & Commissions Thank you! Your submission has been received! Error! Please try again.