CaliSol

The specialist in solutions for

Brokers

and

Wealth Manager

The 360° solution

A unique tool

100% Luxembourgish

IT solution for brokers and wealth managers

SALES SUPPORT

• Product and investment fund comparison tool

• Multi-company pricing support

• Issuing offers and proposals

• Automatic generation of regulatory documents

• Complete IDD package:

Establishing a relationship, data protection, investment profile,

ESG, requirements and needs, mandate, terms and conditions

MONITORING AND COMPLIANCE

• Integrated monitoring of sanctions lists, PEPs, and negative press

• Generation of regulatory reports (CAA – LC 23/3)

• IDD review and periodic report (EU Directive 2016/97)

MONITORING AND COMPLIANCE

• Integrated monitoring of sanctions lists, PEPs, and negative press

• Generation of regulatory reports (CAA – LC 23/3)

• IDD review and periodic report (EU Directive 2016/97)

• AML/FT risk analysis on individuals Lo

CALISOL ADVANTAGES

• Solution developed in Luxembourg

• Hosting in a secure PSF data center

• Two-factor authentication

• Intuitive interface, multilingual support

• Time savings, guaranteed compliance

• APCAL IDD kit.

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By Calisol

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The site www.calisol.lu isthe property of:

CALISOL s.a.r.l.

56, route d'Arlon - L-8310 Capellen
RCSL : B 274495

Phone: +352 621 78 76 58

Email: admin@calisol.lu

Web: www.calisol.lu

Publicationmanager

Pierre Calicis

Host

WESTPOLE Luxembourg

Rights

Theimages contained on this site are protected by copyright.

CopyrightCaliSol 2025

Theinformation contained on this site is not binding.

Trademarksare registered by their respective owners.

Intellectualproperty

CaliSolowns the intellectual property rights and/or holds the rights to use allelements accessible on the site, including text, images, graphics, code, logos,icons, sounds, software, etc.

Liability

CaliSolaccepts no responsibility for the use that may be made of the informationpublished on the site. We would like to point out that the content of this sitemay contain typographical errors, technical inaccuracies, or omissions, andthat this content may be modified without notice. We provide a number of linksto other sites. CaliSol cannot be held responsible for the content of thesesites.

Legislation and jurisdiction

This website has been created and is operated inaccordance with the laws in force in Luxembourg. Any dispute relating to thiswebsite shall be subject to Luxembourg law, and the courts of Luxembourg shallhave exclusive jurisdiction.