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SerVICES

Compile individual portfolios from any number of funds.

Dynamic Portfolio

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Dynamic Portfolio

Create your individual portfolio.

The Dynamic Portfolio Tool allows you to compile an individualised portfolio from an arbitrary number of funds. The shares can be determined accurately, and the investment can be spread across various funds and investment strategies.

Extensions at a glance

  • Visualization of your investment recommendation incl. backtest presentation
  • Funds can be freely selected from a definable selection or the complete sales universe
  • Result summary also available as PDF Factsheet

Integration with your website

The visual presentation is created as per our customers’ corporate design and can be tailored to their wishes. For integration into the network, a link to the website is stored in the CMS system.

cleversoft updates and hosts the content of the IFrame. Our customers do not have to meet any technical requirements in this regard. If necessary, cleversoft also offers other possibilities for integration

Functions

  • Selectable rebalancing strategy
  • Integration of existing portfolios
  • Comparison with external third-party funds or benchmarks

It is also possible to make one-time and recurring monthly payments to illustrate the development of the account. In addition to payments, fees can also be specified so that they are recognized.

Comparison of two portfolios

As an extension, it is also possible to compare two or more portfolios with each other.

  • Optimal comparison of different portfolios
  • Dynamic and available as a PDF factsheet
  • Comparison of performance values, risk classes or portfolio allocation
  • Portfoliozusammenstellung
  • Portfolio
  • Dynamisches Portfolio
  • Factsheet
  • mobile Optimierung

Portfolio


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Our process

We work with financial services companies around the world. Here's our process.

Our team has years of industry experience to help support you throughout the regulatory compliance software acquisition process — from A to Z.

01
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Discover and Learn

Our services range from self-serve free trial up to solutions that require white glove service. In both cases, we begin by learning about you.

02
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Setup

We ensure you have everything you need to get off to a great start with your compliance software and services.

03
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Develop

Whether you've chosen SaaS self-serve, on premise, or cloud-based implementation, rest assured knowing you can start using our solutions ASAP.

04
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Customer Success

Once you're up-and-running, our customer success team is here to support you every step of the way.

05
Scale up

We work with companies of all sizes, with varying numbers of end-users. When you're ready to scale up your solution, look no further than cleversoft.

06
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Availability

Not only does our technology have a 99.98% availability rate, but our tech team and customer success are here for you when you need us most.

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