Solution introduction

An exceptionally reliable investment proposition based on real-time, rational fund analysis

Innovative fund-selection and monitoring, using data-driven analytical technology.

CleverAdviser offers IFAs an investment service that uses algorithms and data, rather than human instinct and emotion, to help IFAs recommend decisions on fund selections for their clients.

By analysing millions of pieces of fund data per month, our system removes the possibility of herd mentality distorting the decision-making process, resulting in more rational investment outcomes.

By using an analytical, evidence-based approach, we aim to reduce the influence that reactionism, short-termism and subjectivity can have on the investment decision-making process.

The CleverAdviser investment service has been guided by leading professors of finance at the internationally renowned CASS business school.

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