Access even more references from these marketplace competitors
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.
“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 …
“I highly recommend using this system. They have made some very useful updates recently so they are always looking to improve.”
“We have a number of advisers within Pure Protect that all required on-boarding at the same time. Smartr365 provided fantastic training and support to our team. We had expected there …
Read Smartr365 Reviews, Testimonials & Customer References from 8 real Smartr365 customers.
Browse Smartr365 Case Studies, Customer Success Stories, & Customer References from 1 businesses that use Smartr365.
FeaturedCustomers has 2,123,281+ validated customer references
including reviews, case studies, success stories, customer stories,
testimonials and customer videos that will help you make better
software purchasing decisions.
