cleverDome Solutions creates meaningful solutions making both consumers and business safer and more productive for the financial services industry
Consider cleverDome to provide your business solutions services. Innovative solutions offered by cleverDome empower industry leading firms. We can build new solutions, enhance existing, or provide counsel on solutions you are considering.
Links clients between platforms using centralized client relationships
Simplifies real time interactions with CRM and other platforms
Customizable rules engine that validates account opening information, to reduce Not in Good Order Situations(NIGO), and enhance the laserApp experience
Regulatory Object Storage is a unified, on-demand, view of your cloud documents through your software solutions when and where you contextually need them.
Improved folder structure
Today, United Planners uses this solution to share the same documents and media to the back office, the advisors repository, and the client vault. In addition, Regulatory Object Storage replaces traditional folder structures and instead intelligently serves up documents for viewing that are related to the current document view.
A single login - simple and safety. Integrate the users of your document system to cleverDome for comfortable work. It also working with Google accounts.
Each user can have access to few systems with the highest level of security. You may require additional confirmation through the phone, if necessary.
Manage cleverDome users like in your own document system.
President and CTO
Senior Systems Engineer
Infrastructure Security Architect
Paul R. Osterberg
Technology and Cyber Security Controls Consultant
Paul Osterberg is a financial services industry executive with experience in technology, operations, and marketing. Paul was previously the Chief Operating Officer and Chief Marketing Officer of AFAM | Innealta Capital. He also worked at National Financial Partners as SVP, Operations & Systems and Director of Technology. Paul consulted to numerous financial services companies while working at Deloitte Consulting. His clients included ING, Ameriprise, Northwestern Mutual Life, Nationwide and Wells Fargo.
Paul has a BSB in Finance from the University of Minnesota. Subsequently completed industry and technical courses at Columbia University in New York City and the Wharton School of Business at the University of Pennsylvania.
8390 E Via de Ventura
Scottsdale, AZ 85258
United Planners are uniquely structured as a Partnership and completely independent from other financial institutions. United Planners provides full brokerage, insurance, and investment advisory services to over 300 prestigious financial professionals located throughout the United States. United Planners is a Financial Industry Regulatory Authority (FINRA) member.
Finance Logix combines the latest technologies with easy-to-use financial planning software to help advisors grow their business and enhance the services they provide to clients. Using this software allows the advisors spend less time constructing plans and more time implementing them. Take advantage of our innovative, interactive and dynamic financial planning tools to engage, educate and communicate with clients and prospects today.