An in-house portfolio management solution, powered by the CleverEngine, designed to help financial planners with fund selection and switching decisions based on their own asset allocation. This unique software system creates a monthly email or letter for you to send to your clients, recommending a switch or no-switch for the funds within their portfolios. The CleverAdviser investment service has been guided by leading professors of finance at the internationally renowned CASS business school.
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Key features identified
Is CleverAdviser right for your business?
If you build and manage your clients’ portfolios in-house, then CleverAdviser could transform your business by simplifying the fund-switching process, and ensuring that fund maintenance and ongoing service are delivered consistently. The full audit trail provided will play a valuable role in helping you satisfy your wider regulatory obligations such as those set out in MiFID II.
How it works in a nutshell
Sifts & Sorts
The CleverEngine scores and ranks every fund in your clients’ portfolios, checking whether they are performing as they should and objectively recommends funds to replace those that aren’t.
CleverAdviser generates a white-labelled interactive email that you can send to your clients containing any fund switch recommendations for that month.