Working in the financial services industry and through our own experiences as investors, we were frustrated by the often impersonal relationship we saw happening between financial advisors and their clients. We craved a more personal experience where advisors could have information at their fingertips to truly ‘know’ their clients and guide them to make better investing decisions. We couldn’t find anything out there that fit the bill, so we decided to build it ourselves.
Our Smart360 platform provides a clear picture of a client’s interests, lifestyle, goals and financial history. We’re improving every conversation, enrich every interaction and guide every recommendation a financial advisor makes on behalf of a client, creating long-term, profitable client relationships built on trust and mutual respect.