Your financial education partner
Extend personalized financial education to all your clients by partnering with SmartPath. Our turnkey solution drives growth, increases plan participation, and differentiates your practice, so you can focus on what matters most - strengthening your client relationships and managing their retirement plans.
Key benefits of partnering with SmartPath
Increase AUM
Educating participants on the importance of contributing to a retirement plan benefits them and you.
Save time
Outsourcing saves you and your team endless hours of administrative headaches. From creating the content to tracking the results, we do it all.
Gain valuable insights
Participant data helps you identify opportunities to upsell or cross-sell additional products and services
Compete with the behemoths
Take on major retirement funds without adding staff or spending significant dollars... AND win!
See our teachers in action!
Anyone can give a presentation, but SmartPath instructors are teachers that know exactly how to engage users and give them practical support where they need it most. Watch the video below to see our teachers in action.
Product Features
Automated and ongoing program management
Zero lift for you and your team! You provide a participant file and we send personalized recommendations via email or SMS text with easy, one-click class registration.
Marketing communications
Stay top of mind without spending endless hours on administrative tasks with SmartPath's built-in messaging capabilities.
Lead generation
Drive more business with integrated calls-to-action that direct attendees back to your company's resources or meeting schedulers.
