CleverCx
Financial Software · India · 1-10 Employees
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Overview
Headquarters
A-12-a Subhash Nagar Shoping Center, Ban...Website
www.clevercx.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About CleverCx
CleverCX offers Level, a proposal generation software designed for asset and wealth managers, enabling them to integrate portfolio construction with financial planning. Their solutions empower advisors with essential data and insights, facilitating growth in assets under management (AUM) and enhancing client engagement. The company focuses on delivering unique product value propositions and marketing clarity through advanced visualizations. Their tools are configurable to meet the specific needs of clients while seamlessly integrating with existing technology stacks.Explore more
CleverCx Org Chart
KD
Partner, Chief Information Officer
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CleverCx Tech Stack
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CleverCX offers Level, a proposal generation software designed for asset and wealth managers, enabling them to integrate portfolio construction with financial planning. Their solutions empower advisors with essential data and insights, facilitating growth in assets under management (AUM) and enhancing client engagement. The company focuses on deliv... Read More
