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In the meantime why not explore our solutions further:

Clever Solutions

CleverAdviser
In-house

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    A fully quantitative fund picking & monitoring solution
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    Analyses your clients’ portfolios every month
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    Can be white-labelled as your own investment service
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    Communicates switch recommendations to clients
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    Built-in performance comparison tool

CleverMPS
Outsourced

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    Five risk-targeted managed portfolios
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    Portfolios analysed every month by the CleverEngine
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    Clients emailed with an update every month
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    Due diligence and fund switches done for you
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    Portfolios rebalanced quarterly

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