Clever Adviser
HQ Address
Watergate House, Watergate Street, Chester, CH1 2LF, United Kingdom
Website Address
Business introduction
Empowering Financial Planners
Investing Transformed
Clever provides a range of investment solutions for financial planners including a managed portfolio service (MPS) and an in-house portfolio management system both driven by smart fund screening technology.
Clever Adviser Solutions
CleverAdviser
CleverAdviser provides Financial Planners with white-labelled tech to drive: Asset allocation and fund selection Monthly portfolio and market monitoring Monthly switch / no-switch emailing Greater client engagement and efficiency Why choose CleverAdviser? An objective, transparent and monthly process. Powerful white-labelled portfolio tech Greater engagement and efficiency Peace of mind ...
business needs
view solutionCleverMPS
CleverMPS process analyses: Every fund Every style Every sector Every month CleverMPSdecisions are: Rules-based: Disciplined. Data-driven: Consistent. Agnostic: Independent. Bias-free: Rational. Why choose CleverMPS? Monthly portfolio monitoring and communication An objective and transparent process Greater client engagement Peace of mind ...
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
