Whether you already have a formal, documented Centralised Investment Process or this is a work in progress for your business we know you will find this new section of real value. Brought to you in association with Clever Adviser Technology Ltd.
Clever Adviser Technology Ltd
New Resources
The important point is that no matter how you organise your investment solutions the accountability rests with the adviser practice. The regulator is ever more concerned to see the due diligence carried out by advisers and this applies equally whether client portfolios are constructed in house or delegated to an external DFM.
Developing your Centralised Investment Proposition
This document from Clever Adviser Technology Ltd, in association with two Professors of Finance at Cass Business School, gives a good outline of the issues involved.
Key considerations - how investors behave?
Take a look at this brief blog on Behavioural Finance - an excellent non-technical starter piece on this important subject.
Want to hear more - book your demo now
We work with Clever Adviser Technology Ltd, who have long experience of helping advisers develop sustained investment success for their clients. Their robust approach to creating and managing investment portfolios is supported by two Professors of Finance at Cass Business School. If you are open to ideas on new ways to create portfolios whilst retaining control within your adviser practice, then a brief demo might be a good place to start.
The Clever proposition in four minutes
This consumer orientated film is a simple, compelling way to introduce your clients to the Clever approach to investments. Worth a look, now
Scribble Art from CleverAdviser on Vimeo
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