Add efficiency to your marketing, reports, and communications with our modular services for asset management.
At cleversoft, we’re growing because we’ve become experts at executing impressive turnaround times — especially, compared to other regulatory technology providers. Explore our proprietary platform that helps us make implementation look easy.
In today’s world, your tools need to work together to ensure optimum security and reliability. That’s why cleversoft was built with integrations in mind, first. When it comes to your most critical tools, let our open IT infrastructure do the work.
Automated delivery of daily updated, interactive fund factsheets and web components.
Integrate AML and KYC into your existing system and/or interface AMLspotter with your management program
Easy to use tailor-made backend fitted exactly to your processes
Make customer onboarding efficient and reduce fraud with a fully compliant all-in-one AML and CTF solution
Regulatory Distribution Services.
Compile individual portfolios from any number of funds.
Your ESG marketing material surrounding the regulatory required documents
HAPI-based fund integration for your websites and tools.
Publish and distribute fund data, reports, and portfolios
An out-of-the-box custom solution
Enable your customers to compare your funds.
Help customers easily identify the best investments
Display a list of key figures, fees, and portfolio data
KYC functionality built directly into your Microsoft Dynamics 365 CRM
Automatically create factsheets for fund portfolios
Compare your fund in a customer-specific peer group
PEP and Sanction Data
Performance contribution transparency for your investors
A CRM that integrates directly with your portfolio software.
Help customers find the right plan with this online tool
SharePoint and Dynamics CRM: A Dream Team
Online calculator for inventory, purchases, and sales