Clear context
Review assigned referrals and the actions available to you.
SmartVest for Advisors
Your referral work, clearly organized.
Stay close to assigned referrals, Client workflows, leads and meetings in your Advisor workspace.
A clearer working day
Keep the useful details close.
Practical tools
Keep Client workflows and leads close to their next step.
Visible next steps
Connect Google, where available, to support Calendar and Meet scheduling.
Getting started
Your path into SmartVest.
Create an account, then open Profile to request Advisor access with your firm and qualifications. SmartVest reviews the application; professional verification and review of the services you can offer remain separate. Your account shows which paid plans are available to you and how to start one.
Advisor tools focus on assigned Client and professional work. Business tools also support managing a product and service catalog. Access does not promise leads or income.