Clevercircles

clevercircles is a digital asset management platform that is due to go live in early 2018. Clients define their investment strategy, which they can regularly adjust to their expectations as part of the tactical asset allocation. When it comes to forming opinions about market expectations, clevercircles offers the option of coordinating with trusted people and groups chosen by the clients themselves, experts and/or the community (“social forecasting”). This makes clevercircles the first asset management platform to combine the intelligence of people with the efficiency of machines. The company is geared towards private individuals, their families and friends, and towards professional financial service providers who can demonstrate their competence on the platform as qualified users. clevercircles also offers a version of its technology known as “crowd advice” to B2B clients such as other banks, insurers and asset managers as a white label product. clevercircles is made in Switzerland, to be used worldwide. clevercircles is a registered trademark of Bank CIC (Switzerland) Ltd.