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 makes people so delightfully human is the same thing that can make them such poor investors.
How the best advisory firms structure their CIP
Some people hail the wisdom of the crowd. We’ve spent 16 years doing exactly the opposite.
Discover how our system works equally well for clients, for compliance, and for you.
Talk to us about our investment technology. Take a chance on taking less of a chance.