CleverAdviser is an algorithm based piece of cloud software that uses quantitative analysis for over 4,000 unit trust and OEICs in order to select the best funds for each asset class for client portfolios.

Advisers can login for FREE to access our detailed analysis, key functionality and supplier contact details.

HIGH-LEVEL FUNCTIONALITY

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KEY FUNCTIONALITY

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NUMBER OF FIRMS, USERS & KEY ACCOUNTS

May be available on request.

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