Simplify your legal DOCUMENTATION


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Content Software LOGO CS legal cmyk v2

High efficient documentation software in the financial sector

Simplify creation and publishing of
all regulatory documents for financial investment products

CS Legal simplifies your work process, ensures speed and reduces your costs for creating, managing and publishing of all regulatory documents for financial investment products.

These include for instance Key Information Documents (KIDs), Key Investor Information Documents (KIIDs), Final Terms, Term Sheets, Factsheets and Sales Prospectuses.




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Product types

Concentrate on your investment products.
CS Legal takes care of the rest.

No complicated and time-consuming coordination processes, no worries about non-compliance with regulatory requirements, no waiver of business because of missing mandatory documentation. Automated processes relieve the burden; integrated plausibility checks ensure high quality.

Take advantage of completely new opportunities and potentials in the provision of your documents for investment products.

The unique concept of CS Legal allows you to quickly introduce and customize investment products and easily create a wide variety of document types with a single system, even across different departments and stakeholders.

Product benefits CS Legal

Efficient processes

Fast, simple and automated creation, management and distribution of all documents relating to financial investment products

Maximum flexibility

A wide range of individual configuration options in all areas: Documents, data, layout, processes

Universal applicability

One system for all documents relating to financial investment products

Reliable legal conformity

Fulfillment of regulatory requirements (PRIIP, GDPR, etc.) and integrated plausibility checks

Optimal marketing potentials

Optimal marketing: simple and quick introduction of new investment products and whitelabeling

Application areas CS Legal

Thanks to its flexible and individual configuration options, the software solution can be used universally for a wide variety of target groups, areas of application and document types.

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Target audiences

  • Banks (issuers)
  • Asset management companies (funds)
  • Service asset managemennt companies
  • Insurances
  • All providers of investment products
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Areas of application

  • Legal department
  • Sales
  • Back-Office
  • Marketing
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Document types

  • from bonus- to turbo-certificates
  • to CFDs
  • to the equities sector
  • to funds
  • to insurance policies

Case Study CS Legal

„BaFin distribution"

Find out how one of the largest issuers of structured financial products initiated the development of CS Legal.

Read more

Case Study CS Legal

Legal Documentation"

We were looking for an IT system that was able to create the documents required by regulations, such as KIDs, Final Terms, Termsheets, etc..

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All from one source

In addition to high-tech document generation Made in Germany, we offer you professional portal solutions and other services such as Consulting, Support and Hosting of your systems. Because we want you to be successful - internally and externally!

Consulting, Support & Operation

The provision of software products is one side of the coin. Successful and optimal integration into the customer's system landscape as well as support and operation is the other side of the coin.

Take advantage of many years of expertise of our consultants. We offer professional Consulting  for the integration of CS Legal in your company, reliable Support including regular updates as well as Hosting  in a computer centre certified according to banking standards. If you wish, we can also support your IT in On Premise operation.

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Legal Portals

In addition to the creation and distribution options we offer you highly specialized Portal solutions for the presentation of investment products and the public provision of mandatory documents.

Find out how you can use a portal as the final link in the value chain for your marketing.

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Questions about CS Legal?

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Automated provision of your mandatory documents for financial investment products

marcus klein

Your contact

Marcus Klein

Managing Director

+49 6172 662621-16

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