What made you feel the need to look for a new investment proposition?
What has your clients’ experience been to date?
What has been your experience of CleverAdviser?
How did you initially feel about removing the human intervention from your fund selection process?
If you could describe CleverAdviser in three words what would they be?
Clever Adviser have made the implementation of a large number of personalised client portfolios effective and manageable and, above all else, they have demonstrated consistent returns through the peaks and troughs of market uncertainty.
I am very pleased with the CleverAdviser system and our clients are delighted with their investment experience. It genuinely works!
CleverAdviser has allowed us to provide a much enhanced investment monitoring service. This has resulted in a better client experience that is both efficient, time saving and cost effective.
We have a great relationship with our clients, based on a clear understanding of what they want their money to do for them. We have developed a robust and clear approach to risk, so clients understand the level of risk they face and why…
We have been using the CleverAdviser service since 2011 and have never looked back. We have found that our clients really appreciate this “personalised” monthly monitoring service and also warm to the fact that we are working hard to optimise their investment returns.
The Clever Adviser system is in a league of its own; creating special relationships between me and my clients and, up to now has increased opportunities to create extra investment business. I wish we had discovered this system years ago!
We have been using Clever Adviser for our clients since 2010. The results speak for themselves.
The frustrating thing is Nick… why didn’t I come and get this planning 10 years ago!
If I could describe CleverAdviser in three words, they would be: process driven, unemotional and results. My clients’ experience of the CleverAdviser service has been positive. The service is attractive to clients and a great discussion point.
With any investment recommendation, be it in a Bond, Investment Account, ISA or Pension, we believe our clients should be comfortable throughout the journey to meeting their future objectives.
Clients like the additional contact and the fact that the investments are actually being reviewed on a regular basis.
If I could describe CleverAdviser in three words, they would be: innovative, groundbreaking and stimulating. My clients’ experience of the service has been very positive.
I have been using Clever Adviser for just over a year, so in some respects it is still early days, but it has greatly improved my offering to clients, concentrating my time on my relationships with them and freeing me up from the grind of copious fund research. At the same time, clients’ outcomes have been enhanced.
Very well received by clients when presented properly… I am very excited about the future of the process and in fact presented it to a client this morning with over £3 Million currently sat on the Skandia /Selestia platform. It is likely going to help me take this client from another adviser. Overall summary – Brilliant.