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.
“Smartr has emerged as an outstanding platform, seamlessly serving both our brokerage and our clients. Moreover, it excels in providing timely reminders for milestones, such as impending remortgage dates and …
“I use Smartr because it’s a user-friendly tool to help advisers process cases in a more efficient way.”
“It saves me so much time, especially if I’ve got 6–8 appointments on the same day. Also, if the application is declined by one lender, I can switch to another …
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