Features

ClearVision software has been developed especially for external wealth managers, family offices, Trusts and in the near future for fund managers.

ClearVision allows you to compute simple and aggregated performances, analyze taxes, fees and expenses for your clients, manage your portfolios, create orders and stay in touch with your clients.

ClearVision is powered by the most recent development technologies, allowing flexible roll-out and integrated mobility, without sacrificing data integrity

Available in ASP mode or on-site, and requires minimal maintenance.

ClearVision is made available through leasing or licence purchase and maintenance.

Company

ClearVision is an S.A. set up in Geneva in 2007.

Services

So that our customers can focus on their core activity, we offer BPO services on-site or in our offices.

Within a few days per month we can input the data for a mid-sized practice.

Our qualified staff is efficient from day one and will save you time and ensure your data is up to date