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.
“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 …
“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 …
“I have been in the industry for nearly 23 years. Smartr365 has enabled me to streamline the sales process for all of our brokers where you can complete a case …
Read Smartr365 Reviews, Testimonials & Customer References from 8 real Smartr365 customers.
FeaturedCustomers has 1,924,571+ validated customer references
including reviews, case studies, success stories, customer stories,
testimonials and customer videos that will help you make better
software purchasing decisions.
