ServicesWith our fund comparison you can display the relevant key data of several funds clearly next to each other.
Your investors can compare two or more different funds efficiently and without any obligation to invest.
After selection, interactive charts are displayed showing the performance of the funds. The funds can ultimately be downloaded as PDF-Factsheets and used as a printable version.
Support your distribution team when it comes to choosing the right fund. With the comparison tool, cleversoft allows you compare information individually. You can define the fields for comparison. This allows potential investors to gain an overview of the possible funds.
The cleversoft comparison tool is suitable for the insurance companies and asset managers that normally provide your customers with a large number of funds.
Our team has years of industry experience to help you through the entire regulatory compliance software procurement process – from A to Z.
FactsheetsLIVE™ Suite