SmartAsset Portal

Everything you need to work your leads, from first contact to booked meeting.

Browse the guides

Start Here Set up your portal account step by step, from first login to your first campaign. Set Up Your Account Add your signature and company details, and connect your email, calendar, and CRM if your firm allows it. Working Your Leads Find, filter, and tag leads, and work your daily task list on the Next Tasks screen. Outreach and Campaigns Build drip campaigns across email, text, and calls, and track how they perform. Newsletters Send regular, compliance-reviewed newsletters without writing them from scratch. Hello Pages Introduce yourself with a short video landing page built for new leads. Reporting Measure activity, pipeline, and return on investment across your team. Compliance How the SmartAsset portal handles email access, texting consent, opt-outs, and archiving.

What’s available to you

Every advisor uses the same SmartAsset portal, but not every account has every feature. Your firm decides which features its advisors can use, and SmartAsset turns those on when we create your account. Because of this, some guides may describe features you don’t see.

Features your firm can approve

Every account can find, filter, and tag its leads. Your firm approves each of these features separately:

CRM: send new leads and their activity to your CRM.
Email: send from your own email address, automatically or as tasks you send yourself.
Texting: text your leads, automatically or as tasks you send from your phone.
Calling: call reminders, with optional dialing from the portal.
Calendar: connect your calendar or booking tool so the portal detects when leads book a meeting.
Hello Pages: short video landing pages for new leads.
Newsletters: regular, compliance-reviewed newsletters for your leads and clients.