An in-house portfolio management solution, powered by the CleverEngine, designed to help financial planners with fund selection and switching decisions based on their own asset allocation. This unique software system creates a monthly email or letter for you to send to your clients, recommending a switch or no-switch for the funds within their portfolios. The CleverAdviser investment service has been guided by leading professors of finance at the internationally renowned CASS business school.
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Key features identified
Continuously monitors your clients’ portfolios
Recommends timely fund switches
White-label as your own investment service
Improves client engagement with a monthly email
Back-testing suite for performance comparisons
Easy-to-use, cloud-based software application
Is CleverAdviser right for your business?
If you build and manage your clients’ portfolios in-house, then CleverAdviser could transform your business by simplifying the fund-switching process, and ensuring that fund maintenance and ongoing service are delivered consistently. The full audit trail provided will play a valuable role in helping you satisfy your wider regulatory obligations such as those set out in MiFID II.
How it works in a nutshell
Collects & Analyses
On the first working day of each month, the CleverEngine collects performance information on over 4,000 UK registered funds and analyses all of the relevant performance data.
Sifts & Sorts
The CleverEngine scores and ranks every fund in your clients’ portfolios, checking whether they are performing as they should and objectively recommends funds to replace those that aren’t.
CleverAdviser generates a white-labelled interactive email that you can send to your clients containing any fund switch recommendations for that month.
Clever technology support by Clever people
Our investment solutions may be built using state-of-the-technology, but that doesn’t mean that our support is automated or robotic. We fully appreciate the importance of you delivering the best possible service to your clients and we believe in doing exactly the same for you. That’s why we have a dedicated team of industry professionals on-hand to help you with straight forward, friendly support.
Clever offers on-going support to customers including on-site system training and tuning, client onboarding and regulatory paperwork, as well as regular industry events and user groups.