Clever provides a range of investment solutions including the Clever Marlborough Managed Portfolio Service and a software system called Clever Adviser which helps financial planners manage their own in-house portfolios more efficiently.

These solutions utilise our proprietary fund screening technology, the CleverEngine, which aims to eliminate the detrimental influence of human emotions on investment decisions, helping to achieve more reliable outcomes for investors.

The CleverEngine has been powering portfolios for over 15 years. It assesses, scores, and ranks over 4000 UK domiciled funds monthly, identifying successful funds to be included in portfolios and flagging underperforming funds that should be removed.