Website & online Tools

With an increasing number of competitors in the financial sector, investors are finding it increasingly difficult to find their direction in the market. Services are becoming a significant buying factor. As a result, it is important that providers orient themselves to the needs of the investor. With entire websites and web modules, such as the Fund Comparison, the Savings Plan Calculator or the dynamic portfolio tool, cleversoft offers solutions at a high technological level.

  • Dynamic Portfolio Buildermehr erfahren

    Dynamic Portfolio Builder

    The dynamic portfolio builder allows your clients or users to create a portfolio on the fly from your universe of instruments (usually funds). It shows aggregated risk, performance and key indicators in textual as well as interactive graphical presentation.

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  • FactsheetsLIVE™ webmehr erfahren

    FactsheetsLIVE™ web


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  • Savingsplan calculatormehr erfahren

    Savingsplan calculator


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  • Funds comparemehr erfahren

    Funds compare


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  • Tax Calculatormehr erfahren

    Tax Calculator


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  • Funds findermehr erfahren

    Funds finder


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  • Light Backendmehr erfahren

    Light Backend

    With FactsheetsLIVE™, you considerably reduce your administrative and manual efforts. For short-term and independent adjustments, you can also rely on cleversoft Light Backend™. cleversoft Light Backend™ allows you to access the relevant data in your factsheets. 

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