Clear updates. Simple next steps.

Understand opportunities, referrals, and rewards in one place.

SmartVest gives clients a simple view of current market opportunities, referral progress, and recorded commissions—without unnecessary technical detail.

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What clients can do

Three clear reasons to use SmartVest

Review market opportunities

See whether a current Daily or Weekly opportunity may be worth discussing. No complex indicators or automatic orders.

Refer a new client

Submit the minimum information needed for an introduction and follow meaningful status updates.

View referral commissions

See available, pending, earned, and paid amounts from SmartVest’s recorded wallet history.

How it works

A simple client journey

  1. 1

    Create your account

    Use your name and email to set up secure client access.

  2. 2

    Use the client portal

    Review opportunities, referrals, and wallet updates from one short navigation.

  3. 3

    Ask for help when needed

    Contact your advisor or SmartVest support before making an important decision.

Privacy and clear boundaries matter.

Client records are protected by account access and role permissions. Market opportunities are informational only; they are not personalized financial advice, an instruction to act, or a promise of returns.

Learn about SmartVest

Ready for a clearer client experience?

Create your account and keep the information that matters in one secure portal.

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