Built around the way
you operate
Purpose-driven wealth management solutions designed around the work of financial organizations, from client relationships and portfolio management to investment operations and business intelligence.
For wealth
managers
Give wealth managers a connected view of clients, portfolios, investments, and financial objectives. Keep advice and service work in one place so teams can respond with context.
Key capabilities
Client relationship management
Centralize client information, objectives, interactions, and financial profiles in one connected workspace.
Investment
intelligence
Equip investment teams with tools to manage portfolios, monitor performance, analyze activity, and improve efficiency across the investment lifecycle.
Key capabilities
Investment management
Support portfolio construction, asset allocation, investment monitoring, and ongoing portfolio management.
For unit
trusts
Support unit trust teams with connected investor records, transaction processing, portfolio access, and service requests across the full investor journey.
Key capabilities
Investor management
Bring investor profiles, holdings, transactions, and service history into one view.
For brokers &
financial
institutions
Connect brokerage and financial operations so teams can manage deals, execution, confirmations, settlements, and reporting with greater control.
Key capabilities
Brokerage operations
Track execution, confirmations, settlements, and the work that follows each deal.
Ready to manage wealth differently?
Discover how Clover can help your organization simplify wealth management, strengthen client relationships, and make decisions with greater clarity and control.