Fund Finder is a customer-facing, interactive software tool that allows users to search for and identify investment funds based on customizable criteria defined by financial institutions, with results displayed in real time and integration options for portfolio management.

Key Features

Interactive Fund Search

• Users select variables (e.g., risk class) to filter and find suitable investment funds.
• Search criteria are fully customizable by the institution.
• Results are displayed immediately after selection.

Customizable User Experience

• Tool structure and design adapt to the institution’s corporate identity.
• Usability is prioritized for intuitive, self-explanatory navigation.

Integration with Portfolio Tools

• Can be combined with cleversoft’s dynamic portfolio tool for portfolio compilation.
• Customers can select multiple funds and define exact investment proportions.

Implementation Support

• cleversoft handles the implementation and integration on the institution’s website.
• Offers regulatory compliance support throughout the process.

Benefits

Enhanced Customer Experience

• Self-explanatory, easy-to-use interface increases customer engagement.
• Tailored design and functionality improve brand consistency and trust.

Operational Efficiency

• Automates the fund search and selection process for customers.
• Reduces the need for manual guidance or support.

Regulatory Compliance

• Supports financial institutions in meeting regulatory requirements.
• Leverages cleversoft’s industry expertise for full compliance support