We’re all worried about the disruption caused by COVID-19, and the long-term impact. That’s why communicating with your clients – in good and bad times makes all the difference. Our new Resource Centre provides IFAs with ideas, research, guides and content to help you manage client relationships throughout the COVID-19 period. Helping you keep your clients’ reassured.
What makes people so delightfully human is the same thing that can make them such poor investors. That’s why we do things a little differently; our portfolio solutions are powered by state-of-the-art computers that remove human interruption from the investment decisions.
A fully quantitative process that takes human emotion out of investment decisions, providing more reliable outcomes for clients.
A consistent, robust and repeatable investment process that will help you meet many of the guidelines set out in MiFID II.
Improves client communication with in-built email functionality and keeps them in the loop on investment decisions.
Streamlines the investment process, giving you more time to focus on your clients and business development.
Our solutions are driven by seriously sophisticated technology that uses cloud computing and complex algorithms to analyse fund data and make sense of it all – so you don’t have to. This fully quantitative fund screening system, that we call the CleverEngine, is designed to remove human interruption from investment decisions and provide clients with more efficient and robust outcomes.
Client portfolios analysed monthly
£ billion assets under management
years proven performance data
As the COVID-19 pandemic disrupts our daily lives, Clever has activated its business continuity plan in order to reduce the impact that the virus is having on our business, our customers, our employees and our families. We continue to monitor the government’s advice and are adapting our position regularly.
We are fully adapted to working remotely, so the process that drives both CleverAdviser and CleverMPS, including the switch run, will continue as per usual.
Our new Resource Centre provides IFAs with ideas, research, guides and content to help you manage client relationships throughout the COVID-19 period. Helping your keep clients’ reassured.
CleverAdviser
