Investing > Best Robo-Advisor
Smart Invest is an enhanced digital Robo-Advice investment platform created by Sanlam Investments, part of the largest insurance company in Africa, Sanlam.
Smart Invest helps users navigate the complex world of investments and equip them with tools and guidance to help reach their financial goals, whether it be for their kids’ education, retirement, a special event, a new house, or even just investing. The guidance we take users on is tailored to the goal they're looking to save for. There is also a comprehensive blog with educational articles to help investors learn more about money basics, along with various calculators to help investors prepare themselves to understand how to reach their financial goals. Underpinning the entire system is AI Marketing Automation. Users receive bespoke email communication depending on the specific goal they’ve selected to save toward. There are different email permutations, with a strong focus on conversion optimisation, with articles and tools linked to the specific financial goal. There is also integration into Google Display allowing remarketing via banner ads to improve conversion and brand recall.
Our platform also allows users to select from either an Active managed unit trust/mutual fund, or a Passive managed fund (Index tracker) equivalent. This is the only platform of its kind in Africa giving investors access to various fund options. The user experience is uniquely geared to any investor and requires little/no investment knowledge. The platform is free to use.
Onboarding of clients is completely digital. They can then log in and securely track their financial goals progress. There is full transaction capability integrating other Risk & Insurance products as value-add offerings into the platform.