01
Client management
Keep client profiles, relationships, service history, and opportunities in one shared view.
The Clover platform
Wealth management
without boundaries
A unified platform for client management, portfolio management, capital markets, and operations.
Discover product
One connected platform
Bring clients, investments, operations, and reporting into one working environment.
- 01
One platform
Everything your business needs, connected in one place.
- 02
One customer view
A complete view of every client and relationship.
- 03
One operational backbone
Clearer processes for workflows and daily operations.
- 04
One reporting framework
Consistent insights and visibility across your organization.
Cloud native
Scalable and flexible
Mobile ready
Work across devices
Integration ready
Built to connect
Made for the way you work
The infrastructure behind smarter wealth management
Connected capabilities help teams manage relationships, investments, and daily work with the same information.
02
Portfolio management
Track holdings, performance, and allocation with the context teams need to act.
03
Capital markets
Support investment activity and market operations within the same connected system.
04
Workflow and operations
Move work through defined steps and give teams a clearer view of what comes next.
05
Reporting and analytics
Bring operational and investment information together for useful, consistent reporting.
06
Integration platform
Connect the tools and data your organization already relies on.
Built on a foundation you can trust
Core services support secure access, connected data, and dependable daily operations.
01
API management and security
Connect your ecosystem through managed APIs and controlled access.
02
Global reporting platform
Bring reporting into a consistent view as your organization grows.
03
Security and identity
Manage authentication, permissions, and access across the platform.
04
Integration platform
Move information between systems with a dependable integration layer.
Protected by design
Security capabilities
Give the right people access to the right information with controls designed for financial operations.
- Single sign-on and identity controls
- Role-based access
- Encryption in transit and at rest
- Clear separation of permissions
Built to grow with you
Deploy it your way
Choose a cloud deployment that gives teams access to the platform and supports changing business needs.
- Cloud-based access
- Faster implementation
- Continuous platform updates
- Room to scale as needs change
Integration categories
Connect financial systems, data sources, identity services, and business applications through APIs and connectors.
Core banking
Connect banking and financial systems for a clearer view of client and portfolio information.
Market and investment data
Bring data into the workflows where teams review holdings and decisions.
Business applications
Keep information moving between Clover and the tools your teams use every day.
Ready to manage wealth differently?
See how Clover can help your organization simplify work and strengthen client relationships.