Platform overview
Everything Smart Financial House can do
Built for licensed financial professionals who want to show clients the full picture, close gaps as a team, and keep every relationship moving forward.
Visual Financial House workbook
Walk clients room by room through estate, retirement, insurance, savings, debt, and property. Every answer maps into a living workbook you can save, revise, and share.
One-page & full questionnaires
Choose a short intake or a detailed assessment. Clients answer at their own pace, and their responses flow straight into the workbook with a private plan code.
Scenario saving & revisions
Save each household as a recallable scenario. Run a new recap, then save it as the next revision — for example, Plan-1, Plan-2 — without losing the original.
Gap summary & opportunities
Generate a simple or detailed recap that highlights gaps, potential losses, and the next best actions. Presenters see exactly where a specialist can help.
Specialist matching & referrals
Match clients to licensed specialists by category, licensure, and location. Track the referral from introduction to close, with consent and contact timestamps visible.
Secure read-only sharing
Share a private plan or recap with a client, family member, or team member through a secure token link. Recipients see only what you choose to share.
Networking groups
Create or join groups by licensure, location, or specialty. Invite other presenters and specialists, manage seats, and message active members.
Newsletter & past-client outreach
Send branded newsletters to clients and network contacts. Track opens, forwards, and signups. Connect Mailchimp to send directly from your audience.
Client portal
Clients can claim their plan, log in, view their scenarios, and manage newsletter subscriptions from a dedicated portal.
Admin oversight
Admins can manage presenters, specialists, groups, referrals, invitations, security findings, and tenant settings from a single dashboard.
Demo mode & walkthrough videos
Try the platform with sample data in Demo Mode, or watch the video library to learn each feature step by step.
Privacy-first design
No document uploads or PII storage. Plans are shared by token, roles are server-enforced, and clients stay in control of who sees what.
Ready to see it in action?
Watch the walkthrough videos or request a private demo to explore the presenter workbook, client questionnaire, and referral flow.