Clever Adviser

Clever offers a range of risk-rated managed portfolios, that are controlled by sophisticated fund screening technology. The strategic asset allocation of these models is maintained in line with the respective Dynamic Planner risk profile, providing diversified exposure to at least six asset classes.

Investments (Content Integration)
On the Investment Strategy Recommendation page of the wizard, it is possible to recommend an Investment from Content Management. The accompanying Investment...
Thu, 30 Jul, 2020 at 3:34 PM
Provider/Platform (Content Integration)
In the report/template wizard, it is possible to show/hide default provider/platforms from Clever Adviser. For example, once the CleverMPS Providers/Platfor...
Thu, 30 Jul, 2020 at 3:34 PM
Custom Appendices (Content Integration)
Along with the custom appendices that can be created under Content Management, it is possible to add in integrated custom appendices to complement the repor...
Wed, 5 Aug, 2020 at 2:52 PM