Family Management Platform
ClearOffice handles multi-asset class investments ranging from private equity to public securities. Whether it’s managing fund workflow transactions, building structures, generating reports or managing documents, ClearOffice is where it all comes together
ClearOffice seamlessly integrates with external systems: market feed providers like Bloomberg, Accounting & ERP systems like Sage, BI and visual analytics platform Tableau, and Document ESignature & Approval management solution DocuSign.
ClearOffice supports multi-asset classes which includes but limited to: Equity ETFs Funds Bonds Commodity Call Option Put Option Structured Notes Futures
ClearOffice CRM module facilitates improved information organization. Maintain data related to clients and track lead, prospect, opportunity and client stage in the client lifecycle.