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Compliance Solutions Strategies partners with cleversoft for PRIIPS
28 May 2019 London
Reporter: Jenna Lomax

Image: Shutterstock
Compliance Solutions Strategies (CSS) has partnered with cleversoft to enable clients to access an end-to-end service for meeting requirements under Packaged Retail and Insurance-based Investment Products (PRIIPs).

Under the partnership, CSS’s global RegTech platform will connect with cleversoft’s docCreator platform, allowing CSS to include a fully automated end-to-end service including calculation, document generation and dissemination of UCITS Key Investor Information Documents and PRIIP Key Information Documents (KIDs).

Florian Clever, founder and CEO of cleversoft, said: “We are looking forward to extending the integrated data management platforms of Accudelta and silverfinch to directly connect to cleversoft’s state of the art document generation solution.”

He added: “We are excited to allow the broad international customer base of CSS to easily tap into creating regulatory compliant PRIIP KIDs with integrated user experience.”

John Lee, president of CSS, commented: “cleversoft’s products align perfectly with our existing product suite. The cleversoft team has developed a unique automation of business processes for regulatory documents that will allow CSS to offer additional value to our clients and prospects as we continue our European expansion.”
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