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Salessheets

With Salessheet we enable financial service providers, who distribute third party products as independent experts or as tied agents, to create appealing flyers of their own design as well as customized marketing materials with just one click.

In our FondsDB, with data from more than 40 investment companies, information such as factsheet prices, dividends, fundamental data, industry, country, currency, weights and Top Holdings for the necessary products (mutual funds, hedge funds, certificates) is already available.

We create a website/intranet, individually adapted to the customer's needs, with the possibility to integrate interactive flash charts as well as any other feature, available at FactsheetsLIVE.

Integration Process

 

FondsDB Schema

Informations about further Products:
Your Contact

Michael Annetzberger

Contact details here

System Login

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