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Fund Finder

The 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.

FUND FINDER

Function

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 particular 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.

Highlights of the Fund Finder

  • Expandable to as many search factors as desired
  • Also accessible from mobile devices (iOS, Android)
  • White labelling
  • Corporate design

CONNECTION WITH THE DYNAMIC PORTFOLIO TOOL

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.

Link with the Fund Finder

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.

Highlights of the dynamic portfolio tool

  • Individual weighting
  • Dynamic representation of performance, including back-testing
  • Also accessible from mobile devices (iOS, Android)
  • White labelling
  • Corporate design
  • PDF factsheet

  • Fondsfinder Erweitert
  • Fondsfinder
  • Fondsselektion
  • Fondsfinderübersicht
  • Portfoliozusammensetzung
  • Portfoliochart

Fund Finder


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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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