Clear context
Choose whether to accept a referral invitation and review the information shared.
SmartVest for Clients
Know who’s involved. See what comes next.
Follow your introduction, find your next meeting and stay connected to the professional helping you.
A clearer working day
Keep the useful details close.
Practical tools
See your professional and the current status of your introduction.
Visible next steps
Find meeting details, confirmation and available next actions in one place.
Getting started
Your path into SmartVest.
Create a Client account or review the secure invitation you received. You decide whether to accept an introduction. After signing in, your Home shows your own meetings and next steps; SmartVest connects the experience.
Businesses and Advisors provide their own professional services. SmartVest helps coordinate the introduction and workflow; it does not guarantee an outcome.
Meet with context
The time, the professional, the next step.
SmartVest keeps meeting details and their timezone together. Check your account for the confirmation and actions available to you.
