SmartAsset

SmartAsset AMP is a leading platform designed to enhance the asset under management (AUM) growth potential for financial advisors through automated lead generation and nurturing. As a subsidiary of SmartAsset Advisors, LLC, registered with the U.S. Securities and Exchange Commission, SmartAsset AMP focuses on connecting advisors with validated investors seeking financial guidance. With a strong reputation in the industry, SmartAsset has facilitated over $34 billion in closed deals for advisors in 2023.

The service provides a streamlined process for advisors, starting with a comprehensive survey that helps identify investor needs and intentions. Leads are validated by an experienced concierge team, ensuring high-quality connections. Automated, compliant follow-ups are sent to prospects, keeping advisors top-of-mind and facilitating seamless communication. With tools designed for efficiency, including integration with major CRM systems, SmartAsset AMP empowers advisors to allocate more time towards closing deals rather than prospecting. By targeting high-net-worth individuals, SmartAsset AMP makes the advisor-client matching process both effective and time-efficient.