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Fund Comparison

Enable your customers to compare your funds.

Functionality

Your investors have the opportunity to compare two or more different funds efficiently and without any obligation to invest.

  • Select up to five funds from the list of recommendations
  • Custom fields to compare
  • Links to the funds on the fund detail website
  • Performance displayed over a variety of time periods

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.

Distribution support

Support your distribution team when it comes to choosing the right fund. With the comparison tool, cleversoft allows you compare information individually. You are able to define the fields for comparison.  This allows potential investors to gain an overview of the possible funds.

Who is the fund comparison suitable for?

The cleversoft comparison tool is suitable for the insurance companies and asset managers that normally provide your customers with a large number of funds.

  • Fondsvergleich Nürnberger Versicherung


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Our process

We work with financial services companies around the world. Here's our process.

Our team has years of industry experience to help support you throughout the regulatory compliance software acquisition process — from A to Z.

01
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Discover and Learn

Our services range from self-serve free trial up to solutions that require white glove service. In both cases, we begin by learning about you.

02
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Setup

We ensure you have everything you need to get off to a great start with your compliance software and services.

03
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Develop

Whether you've chosen SaaS self-serve, on premise, or cloud-based implementation, rest assured knowing you can start using our solutions ASAP.

04
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Customer Success

Once you're up-and-running, our customer success team is here to support you every step of the way.

05
Scale up

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

06
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Availability

Not only does our technology have a 99.98% availability rate, but our tech team and customer success are here for you when you need us most.

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