CleverAlpha

CleverAlpha

by CleverAlpha Asset Management LLC

1 ratings
Free

Rating summary
1
0
0
0
0

Details

  • Released
  • Updated
  • November 12, 2025
  • May 5, 2026

Features

CleverAlpha screenshot #1 for iPhone
CleverAlpha screenshot #2 for iPhone
CleverAlpha screenshot #3 for iPhone
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About

Manage your investments with real-time tracking, advanced analytics, and flexible funding options. The app guides you through setting financial goals, determining risk tolerance, and securely managing your accounts and documents.

Real-time portfolio tracking
Advanced analytics and charts
Multiple account types supported
Flexible funding options
Guided onboarding process
Document management
Secure account management
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What's New in CleverAlpha

1.3.5.1

May 5, 2026

- Add DeepLink Routing

FAQ

What account types does CleverAlpha support?

CleverAlpha supports Traditional IRA, Roth IRA, Custodial accounts for minors, and Individual brokerage accounts. This allows for a wide range of investment strategies and user needs.

How can I fund my accounts in CleverAlpha?

Funding options include ACH electronic transfers, wire transfers, check deposits via mail, and account transfers or rollovers. This provides flexibility for users to manage their funds conveniently.

Is CleverAlpha secure?

Yes, CleverAlpha emphasizes secure account management with features like bank account linking, ACH payment scheduling, password management with security requirements, and biometric authentication support. Data is also encrypted.

Does CleverAlpha offer customer support?

Yes, CleverAlpha provides professional support through comprehensive resources and dedicated account assistance. Users can access help when they need it for managing their investments.

What devices is CleverAlpha available on?

CleverAlpha is available on iPhone and iPad, offering a user-friendly interface designed specifically for iOS devices. This ensures a seamless experience for Apple users.

How often is CleverAlpha updated?

The app was last updated on May 5, 2026, with version 1.3.5.1. This indicates a commitment to ongoing development and maintenance for the platform.

What is the age rating for CleverAlpha?

CleverAlpha has an age rating of 17+, suggesting it is intended for mature users who can understand the complexities of financial management and investment.

Does CleverAlpha have ads?

No, CleverAlpha does not contain advertisements. The app is free to download and use without any ad interruptions.