News

FactsheetsLIVE™ - Peergroup Reportings - 31.05.2010

FactsheetsLIVE™ now offers fund initiators the possiblilty to build an indivudally 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

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 – 28.01.2010

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

 

InfondsNG™ Erweiterungen für Emittenten - 18.10.2009

InfondsNG™ bietet allen Emittenten und Produktanbietern nun die Möglichkeit über die Plattform Preise, Portfolios sowie sonstige Informationen zu ihren Produkten automatisiert per Email als Excel, XML oder Textdateien zu verteilen. Zusätzlich können Sie nun Ihren Drittkunden die Möglichkeit bieten über einen Webzugang live auf Ihre Daten zuzugreifen.

 

FondsDB™ - first successful implementation - 31.07.2009

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 – 30.01.2009

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. (Photos)

 

FactsheetsLIVE™ 2.0: Personalized Factsheets – 7.1.2009

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

 

CDTM GROW Fair - 20.11.2008

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

 

CleverSoft in the eighth final - 25.10.2008

On the 9. October in Mainz this year's FundProfessionals-Fussball-Tournament took place. 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 the next year's competition (Photos)Foto 2Foto 3Foto 4

 

Datalog CRM Connector – 15.9.2008

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 allows directl compilation from Infond ™ to CRM. Currently, the Connector is implemented in the DJE Kapital AG .

 

FactsheetsLIVE™ 1.5: Feature Development– 1.6.2008

FactsheetsLIVE™ which has been well received by the customer 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 – 30.05.2008

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 – 05.02.2008

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

 

FactsheetsLIVE™ 1.0. – 07.01.2008

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