Powerful investment technology at your fingertips

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Morbi cursus purus nisl, sed accumsan massa gravida dapibus. Suspendisse consectetur lobortis ex, sit amet finibus odio congue ut. Sed fringilla erat leo, eu dictum arcu blandit eu. Vivamus eu auctor diam.

Book a Demo
Algorithm led decision making

we never go with gut feelings

Backed by scientists

our solutions are only better and better

Defaqto expert rated

based on facts, not opinions

Made by financial advisers

for financial advisers

Our Managed Portfolio Services

Risk target managed portfolios driven by Clever technology

The Stats

15,000

Client portfolios analysed monthly

£2.5b

Assets under management

21

Years of proven performance data

£2.5b

Assets under management

21

Years of proven performance data

Early Warning System

Predicting market shifts using years of data

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut rutrum in libero in tincidunt. Morbi aliquam sodales lobortis. Morbi lobortis, est dictum tincidunt malesuada, tortor massa fringilla urna, et fringilla massa libero ac orci. Fusce dictum at ligula id tincidunt.

Personalised Monthly Email

Improve client engagement with a monthly email

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut rutrum in libero in tincidunt. Morbi aliquam sodales lobortis. Morbi lobortis, est dictum tincidunt malesuada, tortor massa fringilla urna, et fringilla massa libero ac orci. Fusce dictum at ligula id tincidunt.

Ready to get started? Talk to us today on 01244 346343

Clever Platforms

Our partners - Only the crème de la crème

Morbi lobortis, est dictum tincidunt malesuada, tortor massa fringilla urna, et fringilla massa libero ac orci. Fusce dictum at ligula id tincidunt. Cras luctus, est eu semper placerat, enim lorem egestas nisl, at pretium mauris ipsum ut quam. Phasellus vel odio ac nibh laoreet pellentesque eget at nulla.

Our Partners

Ready to get started? Talk to us today on 01244 346343

Clever Insights

Keeping up to date with everything in the IFA world

Ready to get started? Talk to us today on 01244 346343

What you’ll get from this demo

  • A clear understanding of the Clever process.
  • A detailed overview of how the Clever performance has stacked up through a variety of market conditions and against peers.
  • How the Clever process can automate and improve the client adviser communications.
  • An insight into the algorithms and machine learning that drive the Clever fund screening technology.
  • Unstructured CPD certificate for the time spent on the demonstration.

Book a Demo

Please complete the form below and we'll be in touch to arrange a date that suits you

"*" indicates required fields

This field is for validation purposes and should be left unchanged.

This website uses cookies to ensure you get the best experience on our website. Learn More

Got It