Read 8 Smartr365 reviews and testimonials from customers, explore case studies and customer success stories, and watch customer videos to see why companies chose Smartr365 as their undefined

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.

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Customer Rating Review Scorebased on 138 reference ratings
4.8/5.0 (138)

8Testimonials

  • “I use Smartr because it’s a user-friendly tool to help advisers process cases in a more efficient way.”

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