CleverAdviser is a unique technology, which helps you deliver an outstanding investment service that your clients can count on. Leaving you more time to focus on the things that are important to them, like their financial goals and aspirations.
We have spent some time with CleverAdviser to understand their appeal and value to our adviser community and think that you will be very interested in it too.
Each month the CleverAdviser system collects and examines information from over 4,000 UK registered funds. It monitors individual client funds, checking whether each is doing well – or not so well – and objectively selects new funds to replace underperforming ones.
By analysing millions of pieces of fund data per month, the system uses algorithms and data, rather than human instinct and emotion, to help you, the IFA recommend decisions on fund selections to your clients
By using an analytical, evidence-based approach, CleverAdviser aims to reduce the influence that reactionism, short-termism and subjectivity can have on the investment decision-making process.
Watch this short video to see exactly how it works.
Want to hear more about Clever?
If you’d like to hear more about how the system works, and its success to date, the best way is to arrange a demo with one of the experts at CleverAdviser. Click here>>