The Dynamic Portfolio Tool allows you to compile an individualized 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.
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
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.
As an extension, it is also possible to compare two or more portfolios with each other.
Our team has years of industry experience to help you through the entire regulatory compliance software procurement process – from A to Z.