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.