CleverCX offers Level, a proposal generation platform that unifies financial planning and portfolio construction for wealth management firms. The tool lets advisors embed product recommendations into client plans, provides real‑time usage analytics, and includes visualizations and messaging templates to streamline client presentations and drive AUM growth.
Funding
Funding not disclosed
Founders
Product
Problem
Wealth management firms often struggle to combine financial planning with portfolio construction in a seamless workflow, leading to fragmented client experiences and limited insight into product usage. Advisors also lack tools to present product value within a client’s broader financial plan, hindering engagement and AUM growth.
Solution
Level, CleverCX’s proposal generation platform, integrates financial planning and product recommendation into a single interface, allowing advisors to embed portfolio suggestions directly into client plans. The system delivers real‑time usage intelligence, showing how products contribute to client goals and enabling data‑driven conversations. Built‑in visualizations and messaging tools help advisors educate prospects and illustrate differentiated product value propositions. The platform is configurable to match existing technology stacks, supporting scalable distribution and consistent digital experiences across the enterprise. By providing access to data previously available only to the largest firms, Level empowers advisors to drive growth that aligns with their firm’s philosophy.
Target Audience
Primary customers are asset and wealth management firms and their financial advisors who need a unified tool for planning, product recommendation, and client engagement.
Features
- Integrated planning and portfolio construction workflow that generates client‑specific proposals in minutes
- Real‑time product usage analytics that reveal how each recommendation fits within the client’s financial plan
- Interactive visualizations and customizable messaging templates for clear, compelling client presentations
- Configurable feature set that can be tailored to existing tech stacks and compliance requirements
- Dashboard for advisors to track AUM growth, proposal acceptance rates, and client engagement metrics