• The quantitative fund selection and monitoring solution for financial planners.

  • The world of investment is less like a jungle.

  • And more like the wide open plains of the African savanna.

  • Mindless herds running this way and that.

  • Instead of making critical decisions based on logic and sound data.

  • So why be a zebra?

  • With our unique technology you could be an investor of a different stripe.

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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