Our partner firms are updated regularly with insightful content from the CleverMPS team. This includes weekly market reviews and commentary, our ‘Chart of the Week’ email updates, monthly fact sheets, MPS range overviews, and sustainable impact analysis reports as well as quarterly portfolio review webinar sessions (live and OnDemand), and events.
Frequently asked questions
Yes. We provide all of our partner firms with suitability report templates, including examples of the wording they might choose to use in their reports. These are available exclusively to partner firms via the CleverMPS Portal. Get in touch to find out more.
Absolutely! We find that a quick demo is the best way to answer your questions, show all the key features and benefits of the service, and – most importantly – determine whether the CleverMPS is right for you and your clients. Contact us today to get started.