How do I go about adopting CleverAdviser?

Once you have decided to proceed, we will agree a date for a ‘kick-off’ call or meeting, during which we will introduce you to your account manager and agree a training programme.

Will I receive any on-going training & support?

Yes, definitely. If you have any queries whatsoever regarding Clever, then please get in touch with us, we are always here to help. We can also remotely login to your computer in order to go through any specific queries you may have.


Introducing the CleverEngine, the technology under the hood.


A sophisticated and robust investment service that you can white label as your own.


A range of five discretionary investment portfolios powered by the same fund monitoring technology that drives the industry renowned CleverAdviser.