Investing Transformed.
Investing
transformed.
Empowering Financial Planners.
Empowering Financial Planners.
For You | Your Clients | Your Business
Learn More About Our Services:
We are pioneers in the development
of tech-driven and transformative
investment portfolio solutions for
you and your clients.
Clever.
We are pioneers in the development of
tech-driven and transformative investment portfolio solutions for you and your clients.
We bring together leading academic research & cutting-edge proprietary technology to run portfolios with discipline, clarity and consistency.
Rules-Based | Data-Driven | Bias-Free
Rules-Based | Data-Driven | Bias-Free
We bring together leading academic research, big-data & cutting-edge technology
to run portfolios with
discipline, clarity and consistency.
Built by advisers | Built for advisers.
Focused on building reliable portfolios, powered by rational and data-driven decisions,
devoid of human emotion.
Founded by a fellow IFA in 2007, Clever. is built on almost 40 years of experience and a desire to do the
very best for your clients.
Clever.
Built by advisers | Built for advisers
Founded by a fellow IFA in 2007, Clever is built on 40 years of experience and a desire to do the very best for your clients.
At the heart of all Clever. portfolios...
TM
CleverEngine.
Portfolio Optimisation Technology
Rules-Based | Data-Driven | Bias-Free
A few words from some of our partner firms.
Richard Goodall MBA
CEO, Marlborough Group
“We’ve been working closely with Clever over the past three years and we’ve been highly impressed by the quality of their team, their technology and the culture of the business.
Like us, they have a strong growth mindset based on delivering first-class outcomes for clients, they have a ‘can-do’ philosophy and they’re a great team to work with.
We’ve invested to share in the success of a high-calibre business with what we believe is a very bright future and we’re looking forward to continuing to work in partnership with them for the long term."
Clive Steggel
Managing Director, CRS Consultants
“We are very pleased with Clever, and our clients are delighted with their investment experience. It genuinely works!"
Fari Serijian
Managing Director, Financial Dimensions (UK) Ltd
“Clever is in a league of its own; creating special relationships between me and my clients and it has helped to provide opportunities to create extra investment business. I wish I had discovered a process like this years ago!"