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ClearViewEdge, LLC
13 Berkshire Road
   Sandy Hook, CT 06482
Tel: (203) 364-8102

What is Portfolio Manager?

ClearView Portfolio Manager is a software program that is a shadow accounting and efficiency tool used by managers in handling a client's assets.  Stated simply, ClearView Portfolio Manager’s tools manage exposure, attribution, liquidity, due diligence and reporting for both single and multi-manager portfolios. As a research tool allowing operational and investment due diligence documentation, ClearView Portfolio Manager provides instant retrieval of notes, documents and files.  ClearView Portfolio Manager has over 50+ standardized reports that can each be generated very quickly.  ClearView Portfolio Manager can be utilized across all types of users within a firm from Accounting, Analysis and Marketing, to Due Diligence and Research.

CVE Report: allocation strategy

Portfolio Manager > What is Portfolio Manager? / Functions / Benefits / Sample reports / Sample screens