Relax, there’s a smarter way to deal with workplace savings
Combining best practice e-commerce with artificial intelligence
Smarterly equips you to support employers with financial wellbeing in the workplace and provides their employees an opportunity to get better outcomes from their savings and investments
We’ve made buying an investment just like buying other consumer goods with easy product selection and check out
Under the hood we use the technology a FTSE 100 financial institution would use to manage their money with advanced proprietary asset modelling and optimisation
Our software builds and monitors personalised diversified portfolios – so you don’t have to!
Your own white labelled workplace savings platform
Over 1,000 funds from 90 fund managers
Payroll deduction and single- sign-on via workplace platforms
Ready made portfolios to suit all types of investor
Guidance not advice:
Less regulatory obligations & a simpler process for consumers
E-commerce style user experience
Service all employees regardless of their financial status
Automated alerts to keep investors on track
Lower fees and transparent charges
Smarter Financial Services LLP, Smarterly 5007, PO Box 6945, London, W1A 6US. Authorised and regulated by the
Financial Conduct Authority with Firm Reference Number 602533.
We provide high quality impartial information but not advice, so it is important that
you understand the risks of investing. The value of investments can go down as well as up which
means you may get back less than you put in.
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