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PRESS RELEASE: CleverAdviser fund selection and portfolio management service passes $1 billion AUM

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cat (2)CleverAdviser, the academically proven fund selection and portfolio management service, is today delighted to announce that it has surpassed $1 billion in Assets Under Management (AUM).

The service, used by financial advisers to deliver exceptional data driven investment propositions, has been growing steadily over the last few years and makes the announcement today ahead of what promises to be an exciting 2016 for the company.

CleverAdviser combines the ability to analyse big data with sophisticated artificial intelligence to provide financial advisers with a powerful solution, which delivers benefits in areas such as risk, automation, time-utilisation and investment performance.

Speaking about the milestone, CleverAdviser Managing Director, Colum Wilde, said;

‘Like any company that wishes to be successful, we believe today’s announcement comes on the back of the team’s hard work and good organisation.

‘However, you often need more than this to succeed in such a challenging marketplace and we believe the reason why we have reached the $1 billion AUM milestone is because our compelling proposition incorporates tangible and verifiable benefit for both client and adviser.’

‘As the industry continues to come under pressure from various sources, the CleverAdviser system allows advisers to engage with robo-advice in a sustainable way which fits with their independent and personal ethos. Our system’s ability to handle big data and utilise advanced artificial intelligence makes it truly one of a kind.’

2016 will see CleverAdviser reveal refreshed branding, as they continue to provide intelligent investing solutions to independent advisers.

 

For more information;

Contact: Alec Harden-Henry, Senior Account Manager, ClientsFirst, 0345 450 8363, alec@clients-first.co.uk
Contact: Natalie Green, Executive Assistant, CleverAdviser, 01244 346 343, natalie@cleveradviser.com


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