Unlock streamlined access to all regulatory documents effortlessly

Introducing docRepository: your all-in-one solution for easily acquiring and distributing regulatory documents and mandatory publications directly from issuers and product manufacturers.

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The docRepository Suite

Financial Institutions need to inform retail clients pre-Trade with a Key Information Document (KID) and other documents such as SFDR ESG pre-contractual and periodic disclosures. With these documents the client can compare different products with each other, which allows them to make well-founded investment decisions.

Whether you’re looking for fund documents (PRIIP KID, Prospectus etc.) or a German PIB for a stock or plain vanilla bond, SFDR / ESG Information, a Swiss FinSA, a UK-PRIIP-KID or a European PRIIP KID, docRepository automatically delivers the right document.

Have a look at the various integration options.

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docRepository Suite

PIB Service

Generate Product Information Sheets quickly and easily

docRepository Suite

FinSA Service

FinSA Service (Distribution and Creation Modules) – complete compliance for the Financial Services Act (FinSA) and FinSO

docRepository Suite

Core Banking Integration & Advisory Tools

Seamless and easy integration with your systems

docRepository Suite

docRepository Microsite

Client Self-Service for pre-Trade documents

docRepository Suite

deritrade Integration

deritrade by Vontobel Integration with cleversoft docRepository

Key benefits

Very High Product Coverage (more than 16 Million instruments)
Premium-FE fundsinfo-Integration covering over 1.300 Asset Managers and over 370k Share classes
Offering of a docRepository Microsite for clients and Banks providing required investment information in an electronic form as a MiFID Standard on a durable medium via our docArchive, allowing access to documents 24/7
All modules provide full compliance from retrieving Swiss FinSA KIDs, PRIIP-KIDs and PIBs to automatically keeping all the documents you need for suitability reports in one place.
Different integration options with your systems

Features

An integrated SaaS application to retrieve and archive all type of regulatory documents:

Key Information Documents (KIDs) as per FinSA, Product Information Sheets (PIBs) as per German Securities Trading Act (WpHG), Key Information Documents as per PRIIP regulation (PRIIP KIDs), UCITS KIIDs for Funds
in all languages
for all countries – Switzerland, Germany, Austria, The Netherlands, France, Belgium, Luxembourg, UK, …
on multiple output channels
fully compliant with local regulations
E-and Mobile Banking – E-Banking Solution allows your clients comfortable and easy access to relevant documents.
Different integration options with various systems:
- Front-end and standalone API retrievals
- Integration in Core Banking System through API
- Integrate in advisory tool
- Microsite self service

Discover the variety of docRepository distribution modules:

The docRepository Suite provides opportunity to integrate with various systems that you currently use, across the EU and Switzerland. The different modules provide full compliance from retrieving Swiss FinSA KIDs, PIBs to automatically keeping all the documents you need for suitability reports in one place:

Standard information sheets in accordance with the WpHG specifications for Equities and Plain Vanilla Bonds, for customers advising German retail clients.

PRIIP KIDs for Funds (former UCITS KIIDs) Integration of FE Fundinfo or Allfunds API connection, or retrieval via Edisoft or Morningstar, according to customer specifications.

24 worldwide exchanges connected for KID for PRIIPs and additionally KID for PRIIPs for EUREX Product ISINs.

Covers Swiss FinSA KID documents (FinSA-KID) and allows for bespoke fallbacks to be set up to retrieve equivalent EU-PRIIP documents when the FinSA KID is not available.

Includes document type UK-PRIIP-KID for PRIIP to cover UK specifications for customers serving UK retail clients.

Termsheets and Final Terms for structured products and notes, from top issuers in the EU and Switzerland, plus a fallback on the ESMA Final Terms database.

SFDR Pre-Contractual, Periodic and Web-Disclosures for funds and discretionary mandates.

Examples of front-end functionalities

Besides the docRepository front-end and standalone API retrievals, documents are made available via standard interfaces and adapter services, for example as integration/deployment in customer applications (Core-, E- and Mobile Banking and also several Portfolio Management- and Advisory Systems).

docRepository Front-End Search

docRepository Document Download

docArchive – Front-End Search and Archive Export

We work with financial service providers worldwide. Let us introduce you to our onboarding process.

Our team has years of industry experience to guide you through the entire compliance software procurement process – from A to Z.

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Explore and learn

We offer a range of solutions - from free self-service tests to solutions that require a comprehensive service. First, we get to know you.

Configuration

We make sure you have everything you need to get started with your software and compliance services.

Rollout and Installation

Regardless of whether you opt for an on-premise installation in SaaS self-service mode or directly in the cloud, you can be confident that you can use our solutions immediately.

Customer Success

After commissioning, our Customer Success Team will support you every step of the way.

Scalability

We work with companies of all sizes and with different numbers of end users. If you want to scale your solution, cleversoft is the right partner for you.

Availability

It's not just our technologies that have an availability of 99.98%. It's also our technical and support teams, who are always there for you when you need them.