AI-guided investment intelligence
Clarevento analyses market data continuously and adjusts its recommendations to match your personal risk profile, so the guidance you receive stays relevant as your circumstances and goals change.
Representative view of the adaptive dashboard
Mix shown for illustration; your own allocation is set from your answers and activity.
The challenge
Most people building their first serious investment streams aren't short of information. They're short of time to interpret it properly. Market updates, fund reports and economic commentary arrive faster than anyone can reasonably read, let alone weigh against their own circumstances.
Manual risk assessment compounds the problem. Spreadsheets go stale within weeks, and a risk tolerance that felt right at twenty-eight can feel wrong by thirty-two. Clarevento was built to keep that assessment current, without requiring hours of your attention each month.
How it works
We bring together market data, pricing feeds and the account information you choose to link, into a single, current view.
Predictive models assess trends, volatility and correlations across your holdings, updating as new data arrives.
The system learns your risk tolerance from the decisions you make and adjusts future recommendations accordingly.
You receive a shortlist of considerations suited to your profile, ready for your own review before anything is acted on.
Key capabilities
Models trained on historical and live market data identify emerging patterns, giving you an earlier view of shifts that might affect your holdings.
Every recommendation is weighed against your stated and observed risk tolerance, so suggestions stay within boundaries you've set, not ones assumed on your behalf.
As your portfolio grows or your goals shift, the same analysis adapts, rather than requiring you to start again with a new tool or a new adviser.
A single screen shows current allocation, flagged risks and recent changes in plain language, updated as market conditions move.
Methodology & data
Clarevento draws on licensed market data feeds alongside the account activity you choose to connect. Nothing is pulled from sources you haven't authorised, and you can see which inputs are feeding each recommendation.
Your data is encrypted in transit and at rest, and access within our systems is restricted to the processes that need it to generate your analysis. We treat the model's reasoning as something you should be able to question, not a result you're simply asked to trust.
Applications
For those moving beyond a single savings account or a handful of familiar funds, the platform maps existing exposure and highlights areas of concentration you might not have noticed, before suggesting how a broader spread might look for your profile.
During periods of sharp movement, Clarevento contextualises what's changed and whether it falls within the range your risk profile has already accounted for, reducing the temptation to react to short-term noise.
As your capacity for risk increases, whether through income growth or a longer time horizon, the system surfaces opportunities that match your updated profile rather than the one you started with.
Questions
Most people complete the initial profile and see their first analysis within a single session. The recommendations then continue to refine themselves as more data and decisions accumulate.
Yes. Each suggestion is accompanied by a plain-language note on the data and risk considerations behind it, so you can review the reasoning rather than accept it on faith.
No. The platform prepares analysis and suggestions for your review. Any action remains yours to take, and nothing is executed automatically without your confirmation.
The system updates your profile as you respond to new scenarios and as your linked activity shifts, so a change in income or goals is reflected in future recommendations rather than requiring a manual reset.
Pricing details are set out clearly during onboarding, before you connect any accounts, so you can decide whether to proceed with full information.
Still have questions? Get in touch with our team.
Setting up takes a few minutes, and you can review every recommendation before committing to anything. There's no pressure to act immediately.
Start your analysisNo obligation to invest. You remain in control of every decision.