Smartbrain

Smartbrain offers a range of financial management solutions tailored for various investment professionals, including wealth managers, family offices, independent consultants, and financial planners. Their products include the Advisor Enterprise platform for wealth management, the Advisor Pro for independent consultants, and an exclusive AppConnect... for clients to access reports and statements. Additionally, they provide tools such as Prospect for client acquisition and a white-label asset comparator and portfolio simulator for websites. Their integration projects, utilizing APIs and Open Finance, cater to banks, brokerages, distributors, and fintech companies.Read More