cleverHub, known as Light Backend™, is a software solution designed for financial and regulatory professionals to access, supplement, and modify data in factsheets. It provides tools for adjusting classifications, comments, risk classes, benchmark comparisons, rates, fees, and weightings. Users can import in-house prices and master data, and the platform supports dynamic processes for factsheet creation, including regulatory compliance, monitoring, and approval workflows for compliance and legal departments.

Key Features

Data Management

• Access and modify factsheet data (classifications, comments, risk classes, benchmark comparisons)
• Adjust rates, fees, and weightings independently
• Import in-house prices and master data in customizable formats

Regulatory and Compliance Support

• Dynamic factsheet creation aligned with regulatory requirements
• Administrator role to control data, fields, securities categories, or allocations
• Reduce lead times and efforts for change requests

Customization and Monitoring

• Upload functions and acquisition opportunities tailored to customer needs
• Customizable product specifications and categorizations for investor and risk classification
• Constant monitoring capabilities
• Integration with FactsheetsLIVE™ for enhanced data utilization

Workflow and Approval

• Allow compliance and legal departments to approve or edit templates
• Support for regulatory compliance software procurement from planning to implementation

Benefits

Efficiency and Control

• Streamline factsheet management and regulatory compliance processes
• Maintain sole control over issued data and configurations

Flexibility

• Adapt to internal and external changes affecting expenses and compliance
• Customize data import and categorization to fit organizational needs

Expert Support

• Access to experienced industry professionals for regulatory compliance software procurement and implementation