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Digital Advisory & Compliance Solutions Tailored to Your Needs.
cleversoft offers cloud-based RegTech solutions to more than 1,000 financial institutions worldwide, optimizing digital investment 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.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
50 - 249
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Locations
München, Germany
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Year founded
Founded 2004
2 Locations
- München , Germany
- Frankfurt am Main , Germany
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