CleverAdviser
Clever’s values are beautifully simple – we focus purely on the numbers, and cut through the noise. We don’t chase after trends, leap on bandwagons or get swayed by appearances. We use hard facts, not gut feelings, and trust the only thing that matters – the data.
Clever benefits
Rational
A fully quantitative process that takes human emotion out of investment decisions, providing more reliable outcomes for clients.
Compliant
A consistent, robust and repeatable investment process that will help you meet many of the guidelines set out in MiFID II.
Engaging
Improves client communication with in-built email functionality and keeps them in the loop on investment decisions.
Efficient
Streamlines the investment process, giving you more time to focus on your clients and business development.
Introducing the technology
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.
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client portfolios analysed monthly
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£ billion assets under management
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years proven performance data
Clever Solutions
COMING SOON
CleverMPS Outsourced
Six risk-targeted managed portfolios
- Portfolios analysed every month by the CleverEngine
- Clients emailed with an update every month
- Due diligence and fund switches done for you
- Portfolios rebalanced quarterly
CleverAdviser has allowed us to provide a much-enhanced investment monitoring service. This has resulted in a better client experience that is both efficient, time saving and cost effective.
Paul Hamer, Director, Advisa Independent Financial Advisers
Clever Adviser have made the implementation of a large number of personalised client portfolios effective and manageable and, above all else, they have demonstrated consistent returns through the peaks and troughs of market uncertainty. Our clients have been happy to trust their financial futures to a tried and tested wealth management tool.
Ian Finch, Martin Aitken Financial Services
We have been working with Clever since 2011 and have never looked back. We have found that our clients really appreciate the ‘personalised’ monthly monitoring service, but also warm to the fact that we are working hard to optimise their investment returns.
Stephen Sumner, Managing Director, Explore Wealth
We are very pleased with Clever and our clients are delighted with their investment experience. It genuinely works!
Clive Steggel, CRS Consultants
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!
Fari Serajian, Director – Financial Dimensions (UK) Ltd
