Clever Adviser Technology

HQ Address

Watergate House, Watergate Street, Chester CH1 2LF, United Kingdom

Website Address

www.cleveradviser.com

Connect with Clever Adviser Technology
Business introduction

Some people hail the wisdom of the crowd. We’ve spent 16 years doing exactly the opposite

CleverAdviser specialises in creating investment technology solutions for the IFA community through the application of new technology

The management team is led by Colum Wilde, a practising IFA and director with Helm Godfrey, Chester. Colum’s day-to-day business as an IFA ensures that we always approach our proposition from the perspective of the IFA and their clients.

Supporting Colum in the management team is a professional group of individuals who are all highly successful in their own field and bring many years of business experience to this exciting new proposition.

CleverAdviser is an independent company, backed by shareholders and led by an independent financial adviser, marketing its solutions to the independent adviser community. We are, therefore, closely aligned to your business and understand the challenges facing IFAs today.

CleverAdviser has created an innovative solution which allows IFAs to actively monitor and switch funds for clients within a visible, repeatable and profitable process which can improve the overall client experience whilst creating a healthier business model for you.

Clever Adviser Technology Solutions

CleverAdviser

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......

business needs
view solution

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.

Please sign up to see more

Sign up or login