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
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.
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.
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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.
Our services
Our compliance solutions solve business challenges.
Our team is ready and eager to help with your toughest compliance challenges.
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.
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.
A clever solution for every customer.
Our clients are located in countries across Europe, and around the globe.
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.
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