People connected. Progress visible.
Watch one permitted introduction move through professional review, meeting coordination and a clear Client action.
A fictional, local product story. No account or provider connection.
This sample opens no account and submits no referral.
How SmartVest works
Choose a handoff to see the record, participant and next action change together.
Maya ChenEmployee benefits review
The introduction starts only after permission is recorded.
ReferrerCurrent view
BusinessConnected next
AdvisorConnected next
ClientConnected next
One connected product
Switch perspectives. The navigation, working cards and next step all adapt to the role.
The sample detail identifies the permitted service request and the acknowledgement required before Client details are opened.
Meeting, in context
Move from confirmation required to scheduled and join available. Status and secure access remain separate.
11:00–11:30 a.m. · America/Toronto
Confirm using the private link in your SmartVest meeting email. Support can help if you need a new link. This example opens no meeting or external provider.
Business plans
Compare Free, Starter, Growth and Unlimited. The referral workflow is shared; monthly Opportunity Credit capacity is the main difference.
Subscription billing is separate from any referral-level funding obligation.
Compare plans & termsAuthenticated accounts, role and permission checks, referral consent and controlled meeting access help protect the workflow.
Read how SmartVest collects, shares and retains information.
Read the Privacy PolicyA few useful answers
Clear expectations make the next step easier.
SmartVest connects Clients, Referrers, Businesses and Advisors through introductions, referral workflows and meetings. Each participant can see the information and next actions available to them.
Create an account, sign in and open Profile to request Business or Advisor access. Approval gives access to that workspace. Professional or Business verification, review of the services you can offer and starting a paid plan are separate steps.
Create or sign in to your SmartVest account. Open Referrals and choose Create referral, where eligible. Get the person’s permission, review the current consent and any applicable program terms, then submit. The invited person decides whether to accept.
No. Some introductions have no reward program. If a program applies, the terms displayed before submission explain its eligibility and conditions. Pending conditions must be satisfied; recorded amounts are not a promise of cash.
Open the meeting or referral in your account to see the date, timezone, confirmation and available actions. The coordinator can choose from returned available times, which are checked again when saved. Google Calendar and Meet support depends on the professional’s connection and feature availability; online access follows the meeting’s participant and time checks.
Your next step
Explore the right path, create an account or return to your workspace.