How it works
Your in-house investment superhero, incapable of panic, fear or emotion.
A sophisticated and robust investment service that you can ‘white label’ as your own.
The CleverAdviser system collects and examines information from over 4,000 UK registered funds.
It monitors individual client funds, checking whether each is doing well – or not so well – and objectively selects new funds to replace underperforming ones.
The system creates a monthly email or letter for you to send to your clients, recommending a switch or no-switch for the funds within their portfolios, judged against criteria carefully chosen to meet their individual investment goals.
Your clients will be invited to make changes with the simple click of a button, with the final word always remaining with them.
By relying on this process, you will have more time to focus on the things that are important to your clients, like their financial goals and aspirations.
This will transform your business by simplifying the fund-switching process, and ensuring that fund maintenance and ongoing service are delivered consistently. The full audit trail provided will play a valuable role in helping you satisfy your wider regulatory obligations such as those set out in MiFID II.