Clever’s values are beautifully simple – we focus purely on the numbers, and cut through the noise. We don’t chase after trends, leap on bandwagons or get swayed by appearances. We use hard facts, not gut feelings, and trust the only thing that matters – the data.
Hello world, meet Clever.
We provide in-house and outsourced investment solutions for financial advisers, each driven by quantitative fund selection and monitoring technology.
A fully quantitative process that takes human emotion out of investment decisions, providing more reliable outcomes for clients.
A consistent, robust and repeatable investment process that will help you meet many of the guidelines set out in MiFID II.
Improves client communication with in-built email functionality and keeps them in the loop on investment decisions.
Streamlines the investment process, giving you more time to focus on your clients and business development.
Introducing the technology
Our solutions are driven by complex algorithms that analyse thousands of data points to make the most appropriate fund selection recommendations, so you don’t have to. This quantitative fund screening system, that we call the CleverEngine, is designed to remove human bias from investment decisions and provide your clients with more efficient and robust outcomes.