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.
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.

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.

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.

Financial Crime Prevention

KYC, AML transaction monitoring, fraud prevention, and risk scoring for all sizes — from startups to the most established financial services firms.

Digital Fact Sheets

Harness the power of FactsheetsLIVE™ to automatically create fact sheets, charts, and fund data for viewing on desktop, mobile, or PDF..

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.


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
Availability & uptime
Happy clients
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.


years in business

We started with a mission to bring the speed, accuracy, and power of technology to the regulatory landscape.


happy clients

Our reach spans the European continent and beyond, with 1000+ companies using our solutions, and scaling up faster than ever.

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.

Man profile picture
1000+ happy companies (plus thousands of end-users)
Quote icon

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

Enter your details
to get started! 👋

You'll receive an email with next steps.
Thank you! Your submission has been received!
Error! Please try again.