Technology this advanced can still have a human face.
Our process may be driven by some of the most advanced financial technology in the market, but that doesn’t mean our support is automated or mechanical.
It’s all very well offering one of the world’s most advanced investment-management technologies.
But if users don’t have access to straightforward, friendly support then it simply won’t deliver all the benefits it could.
CleverAdviser offers training, set-up help and hand-holding from its UK-based technical helpdesk to all IFAs, from the moment they sign up.
Going forward, support continues with all of the above plus regular personal visits and invitations to user groups.
Who helps us to help you?
List of Clever’s Sub Processors.
For Clever Adviser and MPS:
- Microsoft (Azure) – Data storage and application hosting
- Mailjet – Bulk email delivery
For back office support:
- Microsoft (Office 365, Dynamic 365) – CRM & data storage