CleverAdviser

The CleverAdviser Managed Portfolio Service is delivered in conjunction with 8AM Global and consists of five portfolios, each with its own risk profile and objective. The strategic asset allocation of these portfolios is maintained in line with the respective Dynamic Planner risk profile, providing diversified exposure to at least six asset classes.

8AM Global utilises quantitative investment research generated by CleverAdviser to help manage the portfolios and to ensure that they are making the best investment decisions. CleverAdviser is a highly sophisticated software system that uses proprietary data and complex computer algorithms to select and continually monitor funds. Please visit the CleverAdviser website for more information.

8AM Global and CleverAdviser chose to work with Dynamic Planner to help deliver their model portfolio service, due to its strong industry reputation, the ease of use of its risk profiler and because Dynamic Planner helps us to offer a full, end-to-end investment process.

Clever Adviser
8am Global

“Dynamic Planner helps us to offer a full, end-to-end investment process”

Want to see what Dynamic Planner can do for you?

Schedule a free no-obligation demo with a business consultant and experience the full functionality of Dynamic Planner.