Clever Adviser

General information

At last, technology that could transform the way we all invest. Discover new levels of responsiveness and power with this totally new breed of investment tool.

Innovative technology:
CleverAdviser was launched to the IFA market in 2009 with an innovative yet simple technology solution created through:

- A combination of extensive technology engineering,
- A desire to find creative solutions to investment challenges facing advisers and clients today,
- A commitment to help IFAs remain truly independent as they begin the transition to the RDR advice model.
Are you RDR Ready? http://www.cleveradviser.com/rdr-ready/

3 million test runs:
From an idea first created in 1999 and after 3 million test runs over a 4 year period, CleverAdviser was launched to private investors in February 2007. This was launched into the IFA market in summer 2009.

Truly independent:
Our solution will appeal to advisers who value independence throughout their business, including the ability to recommend individual funds for their clients. Constructing portfolios is still seen as a key skill and core element of the advice service for the client, and the CleverAdviser proposition is here to help reduce your time spent in this crucial area yet improve the outcomes and processes around this

http://www.cleveradviser.com/who-are-we/