CleverAdviser
Some people hail the wisdom of the crowd.
We’ve spent 18 years doing exactly the opposite by focusing purely on the numbers, not the noise.
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live IFA
customers
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individual portfolios
monitored
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years proven
performance
The Clever team is led by Colum Wilde, a practising financial planner with over 25 year’s experience specialising in advice to high net worth private clients. Colum’s hands-on experience of running an advisory practice helps ensure that the perspective of both the financial planner and their clients are taken into account when developing our investment solutions.
Originally designed to protect against client losses, Clever was developed to switch out of poorly performing funds at the earliest opportunity. Continued development of such a robust and repeatable process has meant that in less than a decade, Clever has evolved from an idea to an industry leader, offering multiple investment solutions, with more than £1.1 billion of assets being monitored by the CleverEngine.
The Clever journey
2000
Colum Wilde, an experienced IFA came up with the idea behind Clever because he wanted to find a more robust way of protecting his clients’ assets.
2007
Colum Wilde developed a process that would sift and sort funds and inform him of the best time to switch out of under-performers.
2008
The company Clever Adviser Technology Ltd officially formed and a board of highly experienced directors with a variety of unique skills was appointed.
2010
CleverAdviser is launched to the IFA market as a web (cloud) application to ensure maximum availability across all computer platforms and operating systems.
2013
Software development is brought in-house to accommodate the increase in demand and the complexity of the development road map.
2016
Clever celebrates hitting the £1 billion milestone (client assets being monitored by the CleverEngine) in December.
2017
Following customer demand, Clever offers a brand new Managed Portfolio Service.
2018
Clever recruits a new sales director, marketing manager, telesales executive, and BDM to drive sales and improve customer service.
2019
Clever launches a new, content rich website to support their latest investment propositions and to offer IFAs access to a range of useful resources.
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