Fund Managers come to Clarvista to improve investor service, operational efficiency and effectiveness, and level the playing field with state of the art technology.

Our front office helps them do this in four unique ways:

1. Streamlining investor on-boarding by replacing paper-based forms and FedEx with easy-to-interface electronic forms and agreements.
2. Delivering “high-touch” investor servicing and manager commentary supported by real-time analytics.
3. Protecting all parties with secure investor output and an encrypted, searchable investor document repository.
4. Building AUM using state of the art marketing automation, analytic and story-telling technologies.

Streamlining investor on-boarding by replacing paper-based forms and FedEx with easy-to-interface electronic forms and agreements.
eForms / eSign / API?

What it is / What it does / What it means

Delivering more robust and experiential investor commentary supported by real-time “read” analytics.
Packages / MDM / API?
What it is / What it does / What it means

Protecting all parties with secure investor output and an encrypted, searchable investor document repository.
Secure Pipe / Repository/ API?

What it is / What it does / What it means