Do your investors crave transparency? With the standardized cleversoft performance contribution, this is possible at any time. Freely configure your display format.
Performance Contribution by cleversoft
Present your funds to your investors. Show the strategic components from which the performance is derived. Be transparent. Use cleversoft’s performance contribution to achieve your goals.
- Performance contribution evaluation in any form (in holdings, sectors, countries, GICS classifications)
- Excel reporting
- Freely selectable periods
- Retroactive data processing
- Flexible integration in each output channel from FactsheetsLIVE™™
We even integrate data from your in-house research. If you use your own classifications or position names, we can reproduce them.
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Our team has years of industry experience to help support you throughout the regulatory compliance software acquisition process — from A to Z.
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.
We ensure you have everything you need to get off to a great start with your compliance software and services.
Whether you've chosen SaaS self-serve, on premise, or cloud-based implementation, rest assured knowing you can start using our solutions ASAP.
Once you're up-and-running, our customer success team is here to support you every step of the way.
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.
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.