Case Studies

More than 300 financial advisers choose Clever as their MPS

See what other financial advisers have got to say

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

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.

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