ServicescleverHub known as 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.
We will be happy to advise you on the details.
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:
Reduce lead times, queries and efforts involved with any change requests. You always have sole control over the issued data, 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, cleverHub (LightBackend™) also allows you to establish constant monitoring and make the most extensive use of FactsheetsLIVE™.
Use and expand cleverHub (LightBackend™) to allow your Compliance and Legal departments to approve or edit templates.
Our team has years of industry experience to help you through the entire regulatory compliance software procurement process – from A to Z.
FactsheetsLIVE™ Suite