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A CRM that integrates directly with your portfolio software.

We believe that a professional asset management or portfolio management system is not part of the range of services provided by a CRM system. But a unified user experience for your advisors is required.

Get started with Portfolio Software Integration today

We will be happy to advise you on the details.

Get in touch

Get started with Portfolio Software Integration today

We will be happy to advise you on the details.

Get in touch
With our intelligent APIs and Integrations to the leading portfolio management systems like PSplus or icomps we integrate portfolio management systems seamlessly.

For your CRM users, and particularly for your sales team, this integration creates a central overview of your customers’ portfolio data and avoids duplication of addresses or contact details.

Key facts:

  • CRM is the leading system for customer data management (contacts, organizations, addresses, etc.) and transfer all required information to the portfolio management system.
  • Displaying key information like performances and portfolios in CRM
  • Links from the CRM to the Portfolio management and vice versa for seamless usability
  • Integration of regulatory workflows (e.g., suitability check & protocol)

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.

Get in touch
01

Discover and Learn

Our services range from free self-service trials to solutions that require white glove service. In both cases, we start by learning about you.
02

Configuration

We make sure you have everything you need to get started with your software and compliance services.
03

Rollout and Installation

Whether you have opted for an on-premise installation in SaaS self-service, or directly in the Cloud, rest assured that you can start using our solutions right away.
04

Customer Success

Once you are up and running, our Customer Success team is here to help you every step of the way.
05

Upscale

Scalability. We work with companies of all sizes, with varying numbers of end users. When you're ready to scale your solution, look no further than cleversoft.
06

Availability

It's not just our technologies that have a 99.98% uptime, it's also our technical and customer service teams that are always there when you need them.