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SerVICES

A CRM that integrates directly with your portfolio software.

Portfolio Software Integration

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Portfolio Software Integration

We believe that a professional asset management or portfolio management system is not part of the range of services provided by a CRM system. But a unified user experience for your advisors is required.  

With our intelligent APIs and Integrations to the leading portfolio management systems like PSplus or icomps we integrate portfolio management systems seamlessly.

Key Facts

  • CRM is the leading system for customer data management (contacts, organizations, addresses, etc.) and transfer all required information to the portfolio management system.  
  • Displaying key information like performances and portfolios in CRM  
  • Links from the CRM to the Portfolio management and vice versa for seamless usability
  • Integration of regulatory workflows (e.g., suitability check & protocol)

For your CRM users, and particularly for your sales team, this integration creates a central overview of your customers’ portfolio data and avoids duplication of addresses or contact details.

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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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