Fund manager Marlborough has made a substantial undisclosed investment in Financial Planner-focused fintech firm Clever Adviser Technology.

Financial Planner-focussed fintech firm Clever has launched a new free PROD guide to help IFAs to design and deliver financial solutions for their clients whilst working within the regulatory framework of MiFID II.  

CleverAdviser, a cloud-based fund analysis software for IFAs which uses artificial intelligence, has reported passing the milestone of £1 billion of clients’ assets on the process.