Manage portfolios, orders, holdings, client relationships, and service requests in one platform.
Advisors and operations teams work from the same customer, portfolio, and transaction data.
Contact CloverClover wealth management
Wealth management without boundaries
One platform for client engagement, portfolio management, capital markets, and operations.
Explore the platformOne integrated platform for the complete lifecycle
Clover Wealth Management ERP supports wealth management and capital markets across client engagement, investments, and operations.
- 01
Engage
Customer 360, CRM, and client servicing give teams a shared customer view.
- 02
Manage
Manage private wealth, unit trusts, portfolios, and financial risk in one system.
- 03
Capital markets
Run money brokering, primary dealership, and unit trust activities alongside wealth operations.
- 04
Operate
Use billing, workflow automation, reporting, analytics, and integration across the business.
Built for the firms that manage wealth
Deploy Clover as SaaS, in a private cloud, or on premise to match operational and regulatory needs.
Support unit trust management with customer onboarding, portfolio access, reporting, and service requests.
Clients can use branded web and mobile applications for secure self-service.
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Process transactions, settlements, corporate actions, cash, reconciliations, and exceptions.
Use reporting for operational, financial, and regulatory work.
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Manage money market deals, brokerage execution, confirmations, settlements, and accounting processing.
Contact CloverBuilt for smarter wealth management
Discover how our platform brings wealth management, investment intelligence, and operational efficiency together in one powerful solution.
Explore the PlatformManage portfolios, track investments, understand performance, and make informed decisions from one powerful platform designed for modern wealth professionals.
Investment Analytics
Transform complex financial data into clear insights with powerful analytics designed to help you understand performance and identify opportunities.
Ready to manage wealth differently?
Discover how our platform can help your organization simplify wealth management, strengthen client relationships, and make smarter decisions with greater clarity and control.