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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Clever

Since its launch in 2009, Clever Adviser Technology has been providing the UK intermediary market with a unique investment solution.

The business is built on the principle that simple, quantitative investment models significantly outperform human judgements. Indeed there is an overwhelming amount of data to suggest that this is the case in many different environments and not just in financial services.

CleverAdviser enables advisers to white label a sophisticated programme that initially selects appropriate investment funds from within any UK wrap platform. The programme then monitors and reviews the portfolio on a monthly basis and recommends switches based on pre-agreed set criteria. The process is both academic and evidence based. This reduces the risk and subjectivity that is prevalent in so many investment processes and provides huge benefits to both the client and the adviser.

 

Completely Clever is an additional offering for intermediaries who require an end-to-end centralised investment process. Clever has teamed up with Voyant, FinaMetrica and two world-leading professors of finance from CASS Business School to offer intermediaries a risk profiling, asset allocation, fund selection and ongoing monitoring white labelled service.

Both propositions give the client a unique experience in which they are engaged monthly. As this monthly communication is delivered through technology it provides the scale and efficiency that would otherwise make it impossible to achieve. This regular engagement also helps to build trust and confidence and enhances the client-adviser relationship.

We offer a 10% discount off our standard subscription price for CleverAdviser users. Completely Clever users receive one complimentary FinaMetrica subscription within a firm and any additional advisers are entitled to a 10% discount off our standard subscription price.  Please select CleverAdviser under Alliance when subscribing.

QuickStart Guide Supplement

This guide introduces you to FinaMetrica's risk tolerance questionnaire and report, and explains one methodology for integrating risk tolerance into your planning process.

 Standard QuickStart Guide
 QuickStart Guide Supplement for Completely Clever Users