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Fund Focus List

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

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 together 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 in order 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.

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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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