Smartr365 gives clients access to all of their financial data – mortgages / insurance / pensions / investments – all in one place. The data is Cloud based, with bank grade security. Data can be updated in real-time, notifying all relevant parties simultaneously. Clients can be paired-up with their existing financial adviser, and have access to the same financial data. Using ‘smart’ data, clients can see the value of their home, mortgage balance and home equity at the touch of a button, along with the relevant mortgage products for their specific circumstances. They will get the advice they need on their finances 24/7.
“Being in the industry for many years, and using many systems, Smartr365 is easily the best. Very user friendly and yet to encounter a bug/error. Account managers are always available to speak to, and also contact you for feedback and improvements that could be made.”


Read Smartr365 Reviews, Testimonials & Customer References from 8 real Smartr365 customers.