Clever Adviser Technology Ltd. is a UK-based software company that develops and supplies a back-office system for financial advisers and planners. Their platform, Clever Adviser, is designed to streamline operations for financial advisory firms by integrating client relationship management (CRM), compliance, valuations, reporting, and other administrative tasks into a single system. The company's mission is to provide technology that enhances efficiency, ensures compliance, and allows financial advisers to focus more on their clients rather than on administrative overhead.

Founded in

United Kingdom