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Financial Service Provider

We advise our clients on the structure and optimization of their business processes and, if neccessary, implement a complete software solution based on our industry solutions, described below. If you have any questions, do not hesitate to contact us at any time.

 

Products for the Financial Industry

CleverSoft is a specialist in the back- and front-office structure of asset management companies. This includes:

  • InfondsNG™: The technological platform
  • Commissions
    • ProviAM™: Premium Software for commission payments
    • ProviBPO™: Full-Service Outsourcing for all billing processes
  • Factsheets and Marketing
    • FactsheetsLIVE™: For Issuers: Automatic creatiion of Factsheets, including website integration
    • SalesSheets™: For Distributors: Automatic creation of Factsheets, including website integration
    • FondsDB™: Fund database with data from over 40 companies
    • FD Distributor™: Distribute and publish your funds' information, whether on Internet portals, to distributors or in other channels
    • CRM Integration: The perfect integration of marketing into your back-office solutions

 

Solutions for Publishers, Seminar and Media Companies

For publishers, we focus on optimizing processes for event management, in particular seminars and conferences, as well as automated creation of print-ready promotional flyers and other printed materials.

 

Informations about further Products:
Your Contact

Florian M. Clever

Contact details here

 

System Login

Access to CleverSoft Backend (FactsheetsLIVE™ and InfondsNG™), please click here.