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Display a list of key figures, fees, and portfolio data

The Fund Focus List from the cleversoft group offers an individual design, an overview of the funds and flexible applicability.


Get started with Fund Focus List today


We will be happy to advise you on the details.

Get in touch

Get started with Fund Focus List today


We will be happy to advise you on the details.

Get in touch

Specializing in data overview and information

This document is the specialist when it comes to data overview and management. The high density of information combined in the list means that a great deal of information, such as key figures, performance figures, fees or the respective portfolio data, can be compiled and displayed in list form.

Start using our Fund Focus List to stand out from your competition and let the individual and simple management of the fund data combined into a document convince your customers!

Advantages

  • clear
  • customised
  • updated daily
  • various formats
  • accessible from mobile devices
  • Individual design

We will happily tailor the list to your individual corporate design to supplement your existing marketing material with the Fund Focus List and to give asset managers or insurance companies the opportunity to dazzle potential customers with a convincing and up-to-the-minute list of funds.

Personal management of the data fields

This marketing document proves particularly impressive at exhibitions and major events due to the high potential offered by viewing all funds at a glance. To manage the large amount and wide variety of data, we offer you the opportunity to personally arrange the relevant data fields. The design of the document presentation can be tailored to your personal needs using cleversoft’s Light Backend™ tools.

Mobile access in various formats

We also make it possible to access the document from mobile devices and to export a list of the selected funds in a wide range of formats, such as PDF, Excel, CSV or HTML.

We work with financial services providers all around the world. Let us introduce you to our onboarding process.

Our team has years of industry experience to help you through the entire regulatory compliance software procurement process – from A to Z.