ServicesThe Fund Finder enables your customers to find the investment that is right for them. They will be supported in this process by search criteria defined by you. Fund Finder is particularly effective when used in combination with other tools from cleversoft’s solutions palette, e.g. with FactsheetsLIVE™ or cleversoft’s dynamic portfolio tool.
The search criteria are displayed interactively, so once customers select their desired variables, they immediately receive a selection of funds. You can freely define the variables from which the customer can choose. For example, you can include a risk class search, as well as many other criteria.
The structure of the tool is customer-friendly and corresponds to your specified corporate design. This means that the product is tailored and adapted to your needs. Usability plays a major role. The simpler the tool is to use, the more your customers will use it. Fund Finder is self-explanatory and easy to use, with no instructions required.
In conjunction with the dynamic portfolio Tool, after finding the funds they want to invest in, your customers can compile their personal portfolio from a selection of as many funds as they like. They can determine its exact proportions and their investment accordingly.
The Fund Finder and the dynamic portfolio tool are two cleversoft products that are available individually as separate modules. The dynamic portfolio tool can be selected as a supplement to the Fund Finder. cleversoft handles the implementation of the Fund Finder and the dynamic portfolio tool on your website.
Our team has years of industry experience to help you through the entire regulatory compliance software procurement process – from A to Z.
FactsheetsLIVE™ Suite