• The quantitative fund selection & monitoring solution for IFAs.

  • CleverAdviser identifies under-performing funds.

  • Recommends top performing funds.

  • Improves client communication.

  • Provides a visible, repeatable & profitable investment proposition.

  • Clients get an excellent investment experience & they say “We love it”

  • Don't follow the herd. Lead the migration.

What is Clever?

What makes people so delightfully human is the same thing that can make them such poor investors.

What it does

How it works

Clever support

How the best advisory firms structure their CIP

How the best advisory firms structure their CIP

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Who are Clever?

Some people hail the wisdom of the crowd. We’ve spent 16 years doing exactly the opposite.




Clever thinking

Discover how our system works equally well for clients, for compliance, and for you.

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