CEO/CFO Magazine interviews ClearServe

CEOCFO: Mr. Nguyen, what is the idea behind ClearServe?

Mr. Nguyen: ClearServe is a premier portfolio management and reporting platform for High net worth (HNW) family offices, wealth principals and their advisors, built entirely in the cloud. ClearServe arose in 2012 based on several important macro trends. One, investors in the world were disaggregating all of their investment accounts at large banks. Two, they were employing a number of increasingly sophisticated investment strategies. Three, professionals were leaving Wall Street to join Family Offices and other private investment firms, and needed better technology and systems.