Investing with the future

Revolutionary investment solutions powered by tomorrow’s technology.

Challenging traditional investment architectures, Clever takes a brand new approach by providing innovative portfolio solutions that are driven by the CleverEngine, our ground-breaking fund screening technology, that takes the vagaries of human instinct out of the equation. And Why? Because it works and we can prove it, as we have over 20 years of back-testable performance data. Independent research from leading professors at the CASS Business School and Scientists from the UK Research and Innovation Science and Technology Facilities Council (STFC) have also reported significant win rates.

CleverEngine powers our solutions

The Clever Difference

Some people hail the wisdom of the crowd, we’ve spent the past 10 years doing exactly the opposite.

Rather than following industry norms and recruiting numerous investment professionals, we’ve taken a different route by investing in state-of the art technology and specialist software developers to create the CleverEngine, the computer system that drives our investment propositions.

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    Helps to protect your clients’ assets with monthly fund monitoring.
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    Removes human emotion, resulting in more rational investment outcomes.
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    A robust & repeatable process that will help you adhere to MiFID II guidelines.
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    Keeps your clients informed about their investments with a monthly white labelled email.
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    Gives you more time to focus on your clients’ goals & growing the business.

How can Clever best serve you and your clients?

Help us with fund picking and switch recommendations.

Help us with the day-to-day management of client portfolios.

Clever Customers