Smartr365

Technology platform Smartr365 unites financial advisers and state-of the-art technology to empower better financial decisions and planning for clients. Smartr365 gives clients access to all of their financial data – mortgages/insurance/pensions/investments – in one place. The data is Cloud based, with bank grade security. Data can be updated in real-time, notifying all relevant parties simultaneously. Clients can be paired-up with their existing financial adviser, and have access to the same financial data. Using ‘smart’ data, clients can see the value of their home, mortgage balance and home equity at the touch of a button, along with the relevant mortgage products for their specific circumstances. They will get the advice they need on their finances 24/7, either from the platform's robo-advice offering, or from their trusted face-to-face adviser. The platform's HomeTrack/CallCredit/Mogo/E-Conveyancer integrations are powerful features, as is the auto-email and remortgage feature and the fact that Smartr365 will be offering robo-advice on an open-platform basis. Two of the big four banks are onboard, with formal announcements to follow shortly. Smartr365 has been built on Microsoft's Azure PaaS framework. It is designed to integrate seamlessly with all aspects of the 365 solution, including auto-syncing of actions to Outlook, client documentation storage and retrieval via SharePoint. If clients or advisers want to proceed with new financial products/offerings, this is delivered at the touch of a button, with no downtime nor expensive, aborted transactions. Smartr365 is the technology behind Capricorn Financial. It has been instrumental in propelling the consultancy as one of the industry’s major players in the UK, with more than £1billion of lending in 2016 and £1.4bn forecast for 2017 and will shortly be rolled out to other major brokerages/networks in the UK.