Clever
Investment management services driven by proven technology
Clever helps financial advisers offer clients data-driven, unbiased investment management services which are actively monitored and managed.
Created by advisers for advisers, we understand the needs of the modern financial adviser - to reduce costs, deploy resources more efficiently, engage with clients more regularly, automate audit trails, and improve portfolio returns.
- 498 Subscribers
- 6 talks
Investment management services driven by proven technology
Clever helps financial advisers offer clients data-driven, unbiased investment management services which are actively monitored and managed.
Created by advisers for advisers, we understand the needs of the modern financial adviser - to reduce costs, deploy resources more efficiently, engage with clients more regularly, automate audit trails, and improve portfolio returns.
- 498 Subscribers
- 6 talks