Sophisticated Investment Software
© Prime Wealth Solutions 2014 - 2021
‘Clever Adviser’
We are delighted and proud to bring you news of our proactive investment facility called ‘CleverAdviser’. This
clever technology could potentially transform the way we all invest! Below is a fundamental demonstration of how
the sophisticated system works. However, for more information please don’t hesitate to contact us.
Just click video to play
NB - CleverAdviser may not be suitable for everyone and we suggest you contact us for advice to see
whether this would be appropriate for you. The value of your investment can go down as well as up and
you may not get back the full amount invested.
It works by constantly monitoring and reviewing your portfolios every month, identifying any under-performing
funds to be sold and selecting a replacement fund to be bought from the same sector. You will receive an
email every month from us recommending a switch (if appropriate) or confirming no action is required as your
funds are performing as expected.
Either way, you can rest safe in the knowledge that your investments are being constantly monitored, and
swift action taken (whenever necessary) to help avoid declining funds, whilst taking advantage of any rising
funds. We concentrate on monitoring your investments, leaving you to relax and do the things you want to do
in life!
We hope this helps you understand the new process. It may be clever – but it isn’t complicated!