ClearMomentum Announces New Advisory Markets Edition of ClearFinancials®

Posted on June 7, 2010

The ClearFinancials® Advisory Markets Edition is based on unique technology that serves as a communication and collaboration conduit between the Advisor and Client user roles. Both advisors and their clients share and have access to the platform feature set and can enhance their financial reporting, analysis, budgeting and planning capabilities.


“Our customers and their customers can benefit greatly by applying ClearFinancials® in the analysis and problem-solving phase of an engagement. We integrate with virtually any general ledger system available and make it very easy to get started,” said Ken Kaisen, CEO of ClearMomentum. “On an ongoing basis, the customers that choose to make ClearFinancials® a part of their reporting, analysis, budgeting and planning processes will enjoy greater efficiency and insight and a rapid return-on-investment.”


Capabilities of the ClearFinancials® Advisory Markets Edition include the following:


  • Only software platform on the market today that enables the delivery of packaged advisory services from a single data repository across a diverse portfolio of clients.
  • Sophisticated user management, entity management and entity configuration capabilities to aid in set up across multiple companies and/or within a company with complex P&L’s and accounts.
  • Multi-national entity consolidation and currency conversion.
  • Improved planning scenarios to support acquisition modeling. Users wishing to model acquisitions can now integrate “what-if” models with existing models and budgets. Acquisition models can be converted to budgets for ongoing assessment.
  • Modeling, Forecasting and Budgeting capability, make ClearFinancials® an ideal advisory platform for addressing a diverse client base.
  • Excel plug-in and bottoms-up budgeting fully embraces Excel and enables you to take advantage of ClearFinancials® while being completely interoperable with the Excel techniques all users are familiar with.
  • All other features of the recently announced ClearFinancials® 2010 platform are available in this edition. See http://www.clearmomentum.com/releasenotes2010/

Tags: ,

Request Demo

Request Demo

Video: What We DO

Play Video

Follow Us On:


Follow ClearMomentum on Twitter Follow ClearMomentum on Link In


ClearMomentum