The Dynamic Portfolio Tool is a software solution designed to help users build and manage individualized investment portfolios from any number of funds. It allows for precise allocation of shares and enables investments to be distributed across various funds and investment strategies. The tool provides visual portfolio presentations that can be customized according to the customer’s corporate design, ensuring seamless integration into existing websites or client portals via a CMS link. cleversoft handles all updates and hosting for the embedded content, so customers do not need to manage technical requirements.

The solution supports both one-time and recurring monthly payments to model the development of investment accounts over time. It also allows for the inclusion of fees in calculations. As an extended feature, users can compare two or more portfolios to analyze performance or strategy differences. The software is supported by a team with extensive industry experience, offering guidance throughout the regulatory compliance and procurement process.

Key Features

Custom Portfolio Creation

• Compile portfolios from any number of funds and investment strategies.
• Accurately determine and adjust share allocations.

Visual Presentation

• Customizable visuals and layouts to match corporate branding.
• Tailored integration options for websites and client portals.

Hosting & Maintenance

• cleversoft updates and hosts the embedded portfolio content.
• No technical requirements for the customer.

Payment Modeling

• Simulate one-time and recurring monthly payments.
• Incorporate fees into account development calculations.

Portfolio Comparison

• Compare two or more portfolios for analysis and decision-making.

Regulatory Compliance Support

• Expert guidance through the regulatory compliance and procurement process.

Benefits

Flexible Portfolio Management

• Enables creation and management of custom investment portfolios.
• Supports diverse investment strategies and fund combinations.

Brand Integration

• Visuals and integrations can be tailored to match corporate identity.

Low Technical Overhead

• No need for customers to manage technical updates or hosting.

Comprehensive Modeling

• Realistic modeling of payments and fees for accurate account development.

Comparative Analysis

• Facilitates comparison of different portfolios for better investment decisions.