Who We Are

About us

Some people hail the wisdom of the crowd.
We’ve spent 18 years doing exactly the opposite by focusing purely on the numbers, not the noise.

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

Introducing Clever

Improves client engagement with a monthly email

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Meet the Team

Our people

Clever Charity

Giving back to the community is at our core

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Learn more

Our Managed Portfolio Services

Risk target managed portfolios driven by Clever technology

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

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