CleverMPS.
process analyses:
Every Fund.
Every Style.
Every Sector.
Every Month.
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CleverMPS.
decisions are:
> Rules-Based [Disciplined.]
> Data-Driven [Consistent.]
> Agnostic [Independent.]
> Bias-Free [Rational.]
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Managed by CleverIM.
Intelligent Portfolios.
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Investing
transformed.
Empowering Financial Planners.
Intelligent
Portfolios.
Managed by CleverIM.
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Focused on building reliable portfolios, powered by rational and data-driven decisions,
devoid of human emotion.
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.
Built by advisers | Built for advisers.
CleverMPS.
Bringing together leading academic research & cutting-edge proprietary technology to run portfolios with discipline, clarity and consistency.
Bringing together leading academic research, big data & powerful proprietary technology to run portfolios with discipline, clarity and consistency.
CleverMPS.
Why choose
CleverMPS.?
Monthly Portfolio Monitoring & Communication.
An Objective & Transparent Process.
Greater Client Engagement.
Peace Of Mind.
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CleverEngine.
Monthly Portfolio Monitoring.
Objective & Transparent Process.
Greater Client Engagement.
Peace Of Mind.
At the heart of all CleverMPS. portfolios...
TM
CleverEngine.
Portfolio Optimisation Technology
Rules-Based | Data-Driven | Bias-Free
CleverMPS. Platform Availability.
CleverMPS. Platform Availability.
Applicable to all CleverMPS. ranges.
Client Guide
> Style-Agnostic / Whole Of Market.
> Mthly Fund & AA Review.
> Mthly Branded Client Comms.
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The CleverMPS. Portfolio Range
The CleverMPS. Service Range.
CleverMPS.
Core
Style-Agnostic / Whole Of Market.
Monthly Fund & Allocation Review.
Monthly Branded Client Comms.
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Client Guide
Portfolio Factsheets
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CleverEngine.
> Style-Agnostic / ESG Rated.
> Mthly Fund & AA Review.
> Mthly Branded Client Comms.
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CleverMPS.
Sustainable
Client Guide
Style-Agnostic / ESG Rated.
Monthly Fund & Allocation Review.
Monthly Branded Client Comms.
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Client Guide
Portfolio Factsheets
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CleverEngine.
CleverMPS. Portal
A Powerful Service Support System
In-Depth Audit Trail of Portfolio Changes
Rich Performance & Switch Reporting
Branded Client Emailing Technology
Regular Market Insights & Sales Library
In-Depth Portfolio Auditing
Rich Performance & Switch Reporting
Branded Client Email Tech
Regular Market Insights