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Asset Managers

There must be a certain level of trust between asset managers and investors in order for successful cooperation to be achieved. A good service is essential to building this trust in the financial industry. With services that help your investors to select and compare funds, the hurdles on the path towards a good business relationship can be more easily overcome. cleversoft facilitates projects with individual factsheets, regulatory German Insurance Supervision Act (VAG) reporting, or the Savings Plan Calculator.

  • CRMmehr erfahren

    CRM

    Streamline your customer relationship management with cleversoft’s financial services solution for MS Dynamics CRM. You profit in marketing, sales and service from an integrated solution, which can easily be adopted and is intuitive to use. Integration into your established MS Office World eases acceptance within your team.

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  • 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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  • Funds Factsheetsmehr erfahren

    Funds Factsheets

                   

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  • FactsheetsLIVE™ webmehr erfahren

    FactsheetsLIVE™ web

                   

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  • Funds focus reportmehr erfahren

    Funds focus report

                         

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  • VAG Reportingmehr erfahren

    VAG Reporting

    § 54d VAG requires insurance companies and pension funds to report portfolio fund units to BaFin, and for this they need comprehensive information from the investment management companies in the form of VAG reporting.

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  • Savingsplan calculatormehr erfahren

    Savingsplan calculator

                    

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  • CRM Marketing / Newsletter & Factsheetmehr erfahren

    CRM Marketing / Newsletter & Factsheet

                        

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  • CRM Financial Services Templatemehr erfahren

    CRM Financial Services Template

                           

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  • Basket Factsheetsmehr erfahren

    Basket Factsheets

                        

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  • FD Distributor™mehr erfahren

    FD Distributor™

                        

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  • Peergroup Reportsmehr erfahren

    Peergroup Reports

                      

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  • Funds comparemehr erfahren

    Funds compare

        

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  • Performance Contributionmehr erfahren

    Performance Contribution

                    

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  • Powerpoint Exportermehr erfahren

    Powerpoint Exporter

                     

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  • Tax Calculatormehr erfahren

    Tax Calculator

                  

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  • CRM Developmentmehr erfahren

    CRM Development

                     

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  • CRM Analysismehr erfahren

    CRM Analysis

                    

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  • SharePoint Integrationmehr erfahren

    SharePoint Integration

             

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  • CRM PSplus Integrationmehr erfahren

    CRM PSplus Integration

                     

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  • CRM-Integration ProviAM™mehr erfahren

    CRM-Integration ProviAM™

                  

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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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