Simply put, they are becoming more accountable for the advice they give not only to the regulator, but also to the clients they serve.
Colum Wilde, our founder and CEO was a highly experienced and qualified financial planner who thoroughly understands accountability. That’s one of the reasons he launched Clever – to help financial planners deliver the very best investment experience to their clients, which is the essence of what these regulations set out to achieve.
The unique technology behind our investment solutions helps financial planners tick many of the regulatory boxes and provide a first-rate experience for their clients.
Whether you asset allocate and manage client portfolios internally or outsource investment management, having a Clever investment solution in place could help you significantly reduce your administrative workload and increase operational efficiency, leaving you more time to focus on your clients’ requirements and the more profitable areas of business development.
We have spent the past 10 years developing unique technology-powered investment solutions for financial planners designed to help achieve those goals and help grow and maintain a healthy profit margin.
Clever’s investment solutions are unique in that they are driven by Clever technology that takes much of the human involvement out of the investment process reducing operational workloads, whilst improving your clients investment experience.
We believe our investment solutions will help you stand out from the crowd for a number of reasons over and above outright performance – because they’re driven by technology that removes the vagaries of human emotion out of investment decisions providing more efficient outcomes for you clients and because our in-built communication engine that will keep your clients in the loop with regard to those investment decision.