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 …
“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 …
“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 …
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