News

• 2012
• 2011
  • PIB-Service successfully launched

    News  |  01.07.2011

    • PIB-Service launched successfully with SIX Telekurs

      SIX Telekurs and CleverSoft – leading companies in the provision of individual solutions – have started the supply of the Produktinformationsblatt-Services (PIB) successfully on July 1st 2011. By providing the PIB-information, they make a standard product as well as individual solutions available. With about 5 million financial instruments of about 400 stock markets this is the most extensive PIB-service on the market.

  • Key Investor Document Production

    News  |  01.07.2011

    • Key Investor Document Production

      On July 1st 2011 various KAG-customers of CleverSoft were able to create and publish Key Investor Information Documents for their funds. The CleverSoft Service also enables them to automatically supervise changes of the SRRI (Synthetic Risk & Reward Indicator) index.

  • CRM Services spinoff

    News  |  26.02.2011

    • CRM Services spin off

      CleverSoft spins off its expertise in CRM services into a new legal entity, called CleverShare CRM Services GmbH.

      Partner and Managing Director of the new company will be Rene Blaschke aside from CleverSoft founder Florian Clever. Mr. Blaschke brings a long history of experience in the financial services industry as well as 5 years of operational CRM experience into the new company.

      CleverSoft is convinced, that now we can service our customers in the area of CRM better than ever.

  • Fund congress 2011 in Mannheim

    News  |  28.01.2011

    • Fund congress 2011 in Mannheim

      At the booth of CleverSoft and PSplus Portfolio numerous visitors welcomed the opportunity to inform themselves about the product portfolio and the latest developments of both companies.

• 2010
  • FactsheetsLIVE™ - Peergroup Reportings

    News  |  31.05.2010

    • FactsheetsLIVE™ - Peergroup Reportings

      FactsheetsLIVE™ now offers fund initiators the possiblilty to build an individually definable peergroup reporting. They can rank their own funds graphically and in tables by statistics such as volatility, Sharpe ratio, performance values and many more.

  • FactsheetsLIVE™ - individually personalized factsheets and reports

    News  |  30.04.2010

    • FactsheetsLIVE™ - individually personalized factsheets and reports

      CleverSoft now offers the possibility to not just personalize a factsheet with the advisors contact data and photo, but to also include the customers individual time of investment and their portfolio allocation, thus showing their individual performance development.

  • Fund congress 2010 in Mannheim

    News  |  28.01.2010

    • Fund congress 2010 in Mannheim

      Many visitors took the opportunity to learn about CleverSoft's and PSplus Portfolio Software + Consultings' innovations.

• 2009
  • InfondsNG™ expansions for issuers

    News  |  18.10.2009

    • InfondsNG™ expansions for issuers

      Now, InfondsNG™ gives all issuers and product suppliers the opportunity to distribute prices, portfolios and other information concerning their products automatically per Email as an Excel, XML or textdata via the platform.
      In addition, you can give your clients the opportunity to access your data live via web access.

  • FondsDB™ - first successful implementation

    News  |  31.07.2009

    • FondsDB™ - first successful implementation

      CleverSoft has successfully implemented the new intranet based on CleverSoft FondsDB ™. The 1000 customer consultants can now get factsheets with custom layout at any time from CleverSoft FondsDB ™.

  • Fund congress 2009 in Mannheim

    News  |  30.01.2009

    • Fund congress 2009 in Mannheim

      Many visitors took the opportunity to learn about CleverSoft's and PSplus Portfolio Software + Consultings' innovations. Particularly interesting was the CleverSoft FactsheetsLIVE ™ solution, giving the possibility of combining PSplus VM, CleverSoft InfondsNG ™ and MS-CRM with an integrated approach.

  • FactsheetsLIVE™ 2.0: Personalized Factsheets

    News  |  07.01.2009

    • FactsheetsLIVE™ 2.0: Personalized Factsheets

      FactsheetsLIVE™ - the product of CleverSoft popular among investment companies and fund managers, now allows agents and / or distribution partners to personalize factsheets with their personal data, eg name, phone, email or photo and logo, via a password protected area.

• 2008
  • CDTM GROW Fair

    News  |  20.11.2008

    • CDTM GROW Fair

      As a fast growing company with great interest in the recruitment of graduates, CleverSoft attended this year's CDTM GROW at the newly anointed elite Ludwig Maximilian University of Munich. CleverSoft introduced students from various disciplines in its activities and those of its sister companies sourceit Shanghai and Bitextender GmbH, thus achieving the goal to find talented young people.

  • CleverSoft in the eighth final

    News  |  25.10.2008

    • CleverSoft in the eighth final

      On October 9th this year's FundProfessionals-Football-Tournament took place in Mainz. In the preliminary round, the team of CleverSoft met the crews of Atacama, Oppenheim, SEB and WestLB.
      Three of these four games were for the CleverSoft team. In the fourth round we went against the Universal-Investment, where the game ended unfortunately 1:4. We are already looking forward to next year's competition.

  • Datalog CRM Connector

    News  |  15.09.2008

    • Datalog CRM Connector

      Datalog Software AG and CleverSoft have completed the development work on the connector between the Datalog FS CRM and CleverSoft's Infonds™. Datalog FS CRM is customized specifically for the Financial Services Industry of Microsoft CRM.

      The connector allows quick and easy connection between Microsoft CRM, implementations and Infond ™ and also allows direct compilation from Infond ™ to CRM. Currently, the Connector is implemented in the DJE Kapital AG .

  • FactsheetsLIVE™ 1.5: Feature Development

    News  |  01.06.2008

    • FactsheetsLIVE™ 1.5: Feature Development

      FactsheetsLIVE™ which has been well received by the customers since the beginning of the year, will be upgraded with some important standard features:

      • Passwort protection for funds
      • Country selection

      Accordingly, our interactive charts have been significantly improved and so is the consideration period.

  • PSPlus interface / Funds transparency

    News  |  30.05.2008

    • PSPlus interface / Funds transparency

      CleverSoft's Infonds™ Fund Transparency Module is now available to PSPlus VM. It allows the export of portfolio positions of automated Infond ™ in managed products and thus allows PSPlus VM customers visualizations based on the individual positions of each depot.

  • VWD Market maker interface / Funds-transparency

    News  |  05.02.2008

    • VWD Market maker interface / Funds-transparency

      CleverSoft Infonds™ Fund Transparency Module is now available in VWD Market Maker to export the portfolio positions of automatically by Infond ™ managed products and thus to visualize market makers on the basis of each individual customer accounts.

  • FactsheetsLIVE™ 1.0

    News  |  07.01.2008

    • FactsheetsLIVE™ 1.0

      CleverSoft presented the first version of FactsheetsLIVE™. FactsheetsLIVE ™ allows daily creation of automated print-ready factsheets of investment funds and certificates. It also includes interactive charts of the funds' developments integrated on your website.