Mobirise

Products

Products based on our CLEAR Platform

Clear Query

Reporting Made Easy

Clear Query is a reporting application that helps users to create and design adhoc and standard reports.

Clear Data Loader

Vendor Feed Framework 

Provides a generic framework that allows users to connect to FTP sites, download and load them to production databases.

Clear Entry

Helps you capture data accurately.

Clear Entry is a workflow aware data entry platform capable of managing the accurate entry of thousands of data attributes.

Clear Price Master

Centralized Pricing System

Provides a centralized pricing system for the front and back office with full audit trail, pricing policy enforcement

CLEAR QUERY

Giving you the power to find and retrieve the data you need without IT intervention

An easy to use yet powerful tool that allows users to create complex queries required to produce the appropriate datasets from databases and any other data source. Has a very familiar Microsoft Office look and feel that allows users to start working with minimal instruction. Generate complex SQL queries using a simple drag & drop interface. Users have fast, accurate, real-time access to critical data. Informed business decisions process speeded up.


Self Service Queries | Instant Data Analysis | Intutive Design

Clear Query comprises of the most complete set of querying functions with a rich user interface that allows users to focus on their business process whilst we take care of the technology. Using Clear Query, the user can select data and design queries without understanding how the data is accessed and where it is stored.

With Clear Query, one-click interactions quickly perform data analysis and refine queries on the fly to extract on the data you need. Users and analysts have a faster and easier way to access data from inside and outside your organization enabling you to make better-informed business decisions.

Allow data from disparate systems to be exposed through one simple common interface. The intuitive graphical user interface empowers users to define exactly what they are looking for and thus transforming your business data into actionable datasets instantly.

Flexible Design | Transparency | Data Protection

Clear Query is designed to be flexible, enabling users to create and share queries very quickly and efficiently. You can even create new data sources and define fields easily by setting up new data connections using our intuitive wizards.

A major concern for many IT teams is the risk of ‘runaway’ queries and non-optimized queries causing extra burden on the infrastructure. Our services ensures your administrators restrict the number of connections, the length of time a query and run and also provides details of all slow performing queries. Giving administrators all the information they need to help the business get the data they need without compromising the integrity of your technology infrastructure.

Client Reports | Management Reports | Operational Reports

Compiling month-end reports is challenging when business users get locked into to assembling specific reports. Clear Query alleviates the problem of business users generating reports from disparate systems to create a client package by consolidating the reporting system. Generate well-formatted reports for clients with a few clicks, including month-end balances, sector exposure, performance reports, transactions, and more.

Design and deliver timely, accurate management and performance reports: Clear Query allows senior management to get a bird’s eye view of their company position in the form of dashboards and standard reports. Generate AUM reports by different classifications and in addition provide detailed reports by client, portfolio, asset class, industry, ratings, country, currency, and more.

Easily create the standard and ad hoc reports that operations uses day to day, including positions, transactions, pricing, reconciliation, cash, projections, exception reports, and more. Each report can be run in different combinations giving the user a wide variety of report selections.

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CLEAR ENTRY

Helping you capture data accurately and comprehensively, because your analysis is only as good as your data

Clear Entry(CE) is a role/workflow/entitlement aware data entry platform capable of managing the accurate entry of thousands of data attributes. Clear Entry enforces mandatory fields, validation and dynamic conditions based on user entitlement through the forms lifecycle. CE was born from the need to capture relevant data accurately whilst reducing the possibility of inputting data incorrectly. Our solution provides an elegant and very usable data entry solution. All data is captured into one central point with full audit and tracking capability, ensuring that all parties have access to the latest data. Effective data capture is a vital component in collaboration which reduces the need to send emails to one another.

Fast Data Entry | Precision Data Input | Empower Collaboration

Clear Entry ensures that data is captured correctly and comprehensively the first time through unique features that reduce the risk of entering incorrect data and dynamically validating as you go. Clear Entry forms change dynamically based on prior values to ensure only the required fields are filled out and only the appropriate values are available to select in list boxes.

By capturing clean, comprehensive data, you’re now able to perform exhaustive analysis previously not though possible. Badly inputted data cripples the effectiveness of the reporting and analysis, rendering the results untrustworthy. Clear Entry ensures high quality input meaning high quality and actionable output. You are able to provide a numeric range and specify an increment to high precision points for ensuring you capture critical numbers correctly.

Capturing data together from multiple departments has never been easier. Clear Entry governs who gets to fill out which fields - defined by individual or role, ensuring the data is captured from the right people, with full traceability of the capture process along the way.

Accurate Data | No Attachment Overload | Audit & Security

Clear Entry means that the data flowing into your databases is clean, accurate, comprehensive and at the highest level of integrity. You can also update the entry fields when capture requirements evolve by simple configuration changes. The role-based workflow feature ensures only the right people enter the right information into your infrastructure.

Most businesses rely heavily on email to gather data from various teams, resulting in countless emailed attachments. Clear Entry helps reduce email overload by enabling the business to have better control over sensitive information being captured and distributed.

By providing role-based access, you can be confident in the knowledge that only those authorized can fill in a given field. Based on user roles, a field can be dynamically set to read-only, mandatory, optional, or hidden. Clear Entry captures the full entry process from the beginning to end.

Pipeline Management | Security Masters | Ticket Entry

Managing the process of handling investor transactions goes through many different levels of client relations, accounting personnel, and management. Clear Entry ensures the appropriate information is gathered, from an initial phone call through to acknowledging that cash has been deposited into the right fund. Clear Entry enables the firm to massively increase the number of simultaneous transactions without the need to increase headcount, all while improving customer service and turnaround times.

Capturing hundreds of complex elements from independent groups is no easy task. Clear Entry has successfully been deployed in some of the largest financial institutions to ensure that the right data elements are captured from the right groups. By allowing for custom rules, high precision numerical entries, and arrays of fields, Clear Entry provides a level of sophistication not seen in a general purpose data entry platform.

Clear Entry eliminates the need to re-enter the same information into multiple systems. Simply enter the information once and the data is transmitted to all other systems, reducing the risk of manual errors and increasing the accuracy of the data in your business. No more bad valuations as a result of incorrect data entry.

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CLEAR PRICE MASTER

Centralized Pricing System for front and back office with  state of the art functionalities.

Clear Price Master is a system developed on CLEAR platform to automate the daily valuatoin of securities of interest. It provides a centralized pricing system for the front and back office with a full audit trail, pricing policy enforcement historical reporting functionality. 


Pricing Vendors supported are IDC, Bloomberg, Markit, LPC and other broker prices through manual upload. Some of the standard reports supported are Price Variance, Missing Prices, Stale Prices, Zero Prices.


Here are some of the benefits of Clear Price Master:

1. Reduces manual process drastically


3. Cross vendor comparison


5. Ease of integration within existing business processes

2. Enforces company wide pricing policies


4. Pricing based on rules hierarchy


6. Rich interface for viewing and manipulation data

CLEAR DATA LOADER

General framework that allows to load downloaded and FTP files into production databases.

Data Loader - Venfor Feed Framework is a generic framework that allows users to connect to FTP sites, download files and load them to production databases. The whole process of acquiring and loading vendor data is metadata/configuration driven and does not require any additional development work. Standard notification is sent to users in case of success or failure. Some of the key features of vendor feed framework are -


ASCII/Text

Excel
RDBMS
XML/Others

FTP Site
Network drive

.

The Dataloader can perform automatic file validations against the gold standard file.

Display summary data for each feed, total records received, total records process, total errors, duration for each feed, set exception threshold, etc..