Watch the below video to view the SmartPro Client Experience.
SmartPro has partnered with an industry leading platform called Black Diamond, which offers a modern and interactive experience for you and your advisor to stay aligned on all your financial goals. Through this platform, you will have access to dynamic portfolio metrics, a secure document vault, and streamlined communication between you and your financial team.
Step 1: Set Up Your Investment Account and Download the Mobile App!
Reference this guide to answer frequently asked questions when getting started, and provide you with information on how to set up online access to your accounts!