Using the cleversoft docRepository, you can transfer your (indicative) Final Terms and KIDs directly from deritrade into the repository tool. You will also be able to access them from most third-party advisory tools or core banking systems.
The cleversoft docRepository is a centralized document platform for over 100 banks and over 500 wealth managers. It is connected to a range of core banking systems such as Avaloq, finnova, New Access and finstar as well as investment advisory tools such as swissquant, finfox, UnRisk Omega.
Manual downloading and uploading is now a thing of the past
The new connection with deritrade now makes automated (indicative) Final Terms and KIDs for tailored Structured Products traded over deritrade available via the docRepository. This makes it much easier for deritrade users to access the necessary regulatory documents during the appropriate phase of the investment process. The documents are transferred in realtime from deritrade to the docRepository to which your backend systems and tools for risk and compliance checks are connected.
Have we awakened your interest? Then get in touch with us today. We would welcome the opportunity to present this new service to you in a demonstration session.