ClearView is a comprehensive data warehouse, business intelligence, client reporting, advanced fee billing, client web access and client service portal system. ClearView consolidates all these mission critical functions in one easy-to-use browser based user interface. ClearView is built on a single, unified Microsoft SQL relational database engine levering SSRS and Visual Studio, the native report development systems for SQL Server.
Financially, ClearView could pay for itself in the first quarter of operation. ClearView replaces your current billing, client web access, data warehouse and client reporting systems. ClearView can handle most client service look-ups for holdings, transactions and performance, thereby, allowing you to reduce the number of portfolio management system licenses you have. ClearView also reduces the number of systems integration points you have, therefore reducing data errors and reliance on complex integration software.
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