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cleversoft Light Backend

Easy to use tailor-made backend fitted exactly to your processes.

With FactsheetsLIVE™, you considerably reduce your administrative and manual efforts. For short-term and independent adjustments, you can also rely on cleversoft Light Backend.

cleversoft Light Backend™ allows you to access the relevant data in your factsheets. Supplement or modify classifications, comments, risk classes and benchmark comparisons. Adjust rates, fees and weightings all by yourself. Import in-house prices and master data into the structure and the format as it becomes available.

The creation of factsheets is a dynamic process not only from a regulatory perspective; internal and external changes also continue to have a significant effect on expenses. The administrator role allows for:

KEYFACTS

  • Quick access to instrument data
  • Simple processing and recording of additional information
  • Workflow-based and individualized classification of categories and holdings
  • Product activation and deactivation
  • Uploading of documents and in-house content such as research, product characteristics and reference texts
  • Importing of data and prices via CSV or XML

OVERVIEW

Reduce lead times, queries and efforts involved with any change requests. You have sole control over the issued data at all times, and can determine fields, securities categories or allocations.

In addition to upload functions or acquisition opportunities that are customized and adapted to customer requirements for in-house research, product specifications and categorizations according to investor and risk classification, Light Backend™ also allows you to establish constant monitoring and make the most extensive use of FactsheetsLIVE™.

Use and expand Light Backend™ to allow your Compliance and Legal departments to approve or edit templates.

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Our process

We work with financial services companies around the world. Here's our process.

Our team has years of industry experience to help support you throughout the regulatory compliance software acquisition process — from A to Z.

01
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Discover and Learn

Our services range from self-serve free trial up to solutions that require white glove service. In both cases, we begin by learning about you.

02
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Setup

We ensure you have everything you need to get off to a great start with your compliance software and services.

03
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Develop

Whether you've chosen SaaS self-serve, on premise, or cloud-based implementation, rest assured knowing you can start using our solutions ASAP.

04
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Customer Success

Once you're up-and-running, our customer success team is here to support you every step of the way.

05
Scale up

We work with companies of all sizes, with varying numbers of end-users. When you're ready to scale up your solution, look no further than cleversoft.

06
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Availability

Not only does our technology have a 99.98% availability rate, but our tech team and customer success are here for you when you need us most.

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