Hello world, meet Clever.

We provide in-house and outsourced investment solutions for financial advisers, each driven by quantitative fund selection and monitoring technology.

Clever’s values are beautifully simple – we focus purely on the numbers, and cut through the noise. We don’t chase after trends, leap on bandwagons or get swayed by appearances. We use hard facts, not gut feelings, and trust the only thing that matters – the data.

Clever benefits

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Rational

A fully quantitative process that takes human emotion out of investment decisions, providing more reliable outcomes for clients.

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Compliant

A consistent, robust and repeatable investment process that will help you meet many of the guidelines set out in MiFID II.

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Engaging

Improves client communication with in-built email functionality and keeps them in the loop on investment decisions.

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Efficient

Streamlines the investment process, giving you more time to focus on your clients and business development.

Introducing the technology

Our solutions are driven by complex algorithms that analyse thousands of data points to make the most appropriate fund selection recommendations, so you don’t have to. This quantitative fund screening system, that we call the CleverEngine, is designed to remove human bias from investment decisions and provide your clients with more efficient and robust outcomes.

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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    Monthly fund selection and monitoring by the CleverEngine

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    Portfolio management and governance by Marlborough

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    Risk management and asset allocation by Dynamic Planner

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    White-labelled client updates sent monthly

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    ESG fund ratings for Sustainable MPS by MSCI

Latest Insights

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Available on a wide range of platforms