Why SmartPeer
Your clients already ask you who to trust. SmartPeer makes the answer tracked, compliant — and paid.
You're already in the referral business
Every professional practice fields the same questions: who should I talk to about my pension, my will, my life cover, the proceeds of the sale? And nearly every practice answers the same way — a trusted name, passed on informally, with no record, no follow-up and no recognition of the value just created.
That informal answer has three problems. Your client may never make the call. You never learn whether they were looked after. And an introduction that routinely earns commission elsewhere in professional services earns your firm nothing.
SmartPeer exists to fix all three — without turning you into a salesperson, and without touching regulated advice yourself.
What you get that a name on a card can't do
- Vetted destinations for financial advice and estate planning — sourced, checked and monitored so you don't have to
- Consent captured online before any contact — your client is never cold-called
- A disclosure letter generated automatically for every referral
- Live tracking from introduction to completion — no black-hole referrals
- Commission statements that reconcile to the penny, every period
- Ongoing introducer fees while your referred clients stay advised
“Commission is the only money that moves. No joining fees, no software fees, no catches — if you don't earn, neither do we.”
See exactly how it works
Ready when you are
Free to join, nothing to install, and your first referral takes about a minute. Vetted, certified, and paid properly.
Apply to join