Commerce Assistant Help

In this section of this website, visitors can find the user guide for our desktop application, the Commerce Assistant (CA). They can also find in-depth descriptions of all of the tool's features and information about the user interface.


To download the Commerce Assistant (CA) and Business Intelligence (BI), complete the following:

  1. Click Download and Install CA & BI. A new tab opens.
  2. Enter your Cleverbridge credentials.
  3. When the download has finished, open the file InstallCa.msi to start the installation process.
  4. Follow the instructions in the setup wizard to complete the installation.


Log in with your Cleverbridge credentials and gain access to client-only content marked with an asterisk. This includes forms and lists, as well as the Clearing & Payouts guide.