Built for Brokerage & Agency Owners

Turn Your Firm Into a Recurring Revenue Machine.

Your advisors are already protecting clients — now make that protection pay. Deploy SmartCredit across your entire firm and add a recurring, passive revenue stream that grows automatically as your team enrolls clients. No new headcount. No compliance burden. Just compounding income on top of what your advisors already do.

Your Firm's Revenue Opportunity

More advisors. More clients. More recurring income.

Every enrolled client generates recurring monthly revenue for your firm.
It compounds as your team grows — with zero additional effort from you.

Schedule a Call

Enterprise Solutions

Scale financial safety across your agency

Provide your team with a competitive edge while maintaining centralized oversight and compliance.

Enterprise Deployment & Management

Roll out SmartCredit firm-wide in days. Every advisor who enrolls clients generates recurring revenue—and you earn an override on every single one. The more advisors you activate, the more your firm earns passively.

Advisor Retention & Competitive Edge

Advisors who offer SmartCredit retain clients longer and earn more per client. It becomes a natural conversation starter—and a reason clients stay. Higher retention means your override income compounds year over year.

Built-In Regulatory Compliance

This income stream is designed to be fully compliant. SmartCredit is an administrative monitoring tool—not subject to Investment Advisers Act, FINRA, or SEC regulation. Your advisors can offer it without triggering new compliance obligations.

Enterprise Security & Protection

Bank-grade encryption, multi-bureau monitoring, FCRA-aligned credit reporting, and up to $1M identity theft insurance. Your clients' data is protected at the highest level.

The Revenue Opportunity

Add a firm-wide revenue stream that scales with your team.

Every client your advisors enroll generates recurring monthly revenue for your firm — automatically, passively, and without any additional compliance burden. Schedule a call and we'll walk you through how it works for your specific firm.

Model the Revenue for My Firm

SmartCredit is an administrative monitoring and identity protection tool. It does not constitute investment advice, financial planning, or regulated activity under the Investment Advisers Act of 1940, FINRA, or SEC regulations. Not a credit repair organization. Identity insurance underwritten by a third-party insurer; terms apply.