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Smarti&e: Your Personal Financial Guide

Empowering Canadians with Smart Financial Tools and Support

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About Smarti&e

Revolutionizing Financial Wellness in Canada

At Smarti&e, we're dedicated to transforming the financial landscape for Canadians. Our mission is to empower you with the knowledge, tools, and connections needed to achieve optimal financial and mental well-being, ensuring the best outcomes for your future.

Learn More

Intuitive Mobile Application

Access comprehensive financial insights, personalized advice, and powerful budgeting tools right from your Android or iOS device. Our user-friendly app makes managing your money easier than ever.

Secure Bank Integration & Financial Summaries

Connect your bank accounts securely to the Smarti&e app. Get a clear, real-time summary of your financial well-being, helping you understand your money at a glance. Your data privacy is our top priority.

Budgeting Tools & Payment Calculators

Take control of your spending with our intuitive budgeting tools and personalized advice. Plus, our payment term calculator helps you understand various borrowing options in line with Canadian lending practices.

Connect with Lenders & Support Agencies

Interact directly with professional lenders and support agencies through the app. Share your financial reports securely, giving them the insights they need to offer you the best advice and services. You control what information is shared.

Background image for financial statistics

Satisfied Users

Financial Goals Achieved

Hours of Financial Guidance

Partner Agencies

Our Services for You

Smarti&e is designed to simplify your financial journey. Our comprehensive mobile application, available on both Android and iOS, puts powerful financial tools and expert advice directly in your hands. We empower you to take control of your financial future.

Personalized Financial Well-being Reports

Securely connect your Canadian bank accounts to the Smarti&e app and receive clear, concise summaries of your financial health. Understand your spending habits, income, and overall financial position with intuitive visual reports that help you make informed decisions.

Smart Budgeting Tools & Advice

Create and manage effective budgets tailored to your financial goals. Smarti&e provides actionable budgeting advice based on Canadian financial best practices, helping you save more, spend wisely, and achieve your financial aspirations.

Payment Term Calculators for Borrowing

Considering a loan or line of credit? Use our in-app calculators to explore payment terms for various borrowing tools, helping you understand the true cost and commitment before you make financial decisions in the Canadian lending landscape.

Secure Information Sharing with Professionals

Seamlessly share your financial reports with trusted lenders, credit counsellors, or other support agencies. You maintain complete control over what information is shared, ensuring your privacy and enabling tailored support when you need it most.

Industry-Leading Security & Privacy

Your financial data is protected with advanced encryption and security protocols, adhering to Canadian banking standards. We are committed to safeguarding your information and ensuring that it is only used and shared according to your explicit permissions.

Professional Lender & Support Portal

For our trusted partners, Smarti&e offers a secure web portal. This allows professional lenders and support agencies to access customer-shared financial information, enabling them to provide the most accurate advice and effective services to those in need.

Our Journey

We've built Smarti&e on a foundation of trust and a commitment to empowering Canadians, guiding them through their financial journeys with innovative tools and unwavering support.

How We Started

Smarti&e was founded by a team of dedicated financial experts and technology innovators, united by a shared vision: to demystify personal finance and make it accessible and manageable for every Canadian. We recognized the growing need for practical, user-friendly tools that go beyond basic budgeting, offering real-time insights and connections to professional support.

Get Started with Smarti&e
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Pricing & Plans

Smarti&e is committed to making financial wellness accessible. We offer a range of options to suit your needs, from free access to essential tools for individuals to comprehensive plans for professional lenders and support agencies looking to optimize their client interactions.

Individual Free Plan

(For Personal Use)

$0 / month

(No Commitment)

  • Basic Financial Well-being Summary
  • Essential Budgeting Tools
  • Payment Term Calculator Access
  • Secure Information Sharing with Professionals
  • Professional Lender Portal Access

Professional Partner Plan

(For Lenders & Support Agencies)

$Custom Pricing

(Contact Us for a Quote)

  • Secure Professional Partner Portal Access
  • Receive Customer-Shared Financial Reports
  • Tools for Enhanced Client Assessment
  • Dedicated Account Management
  • Integration Support for Existing Systems

Common Questions About Smarti&e

Curious about how Smarti&e can help you or your clients manage finances in Canada? Here are some frequently asked questions to provide you with more clarity.

1. How does Smarti&e help me understand my financial well-being?

Smarti&e securely connects to your Canadian bank accounts (with your permission) to provide a holistic view of your finances. It analyzes your income, expenses, and savings to generate personalized financial well-being reports, offering insights into your spending habits and overall financial health. This helps you identify areas for improvement and make smarter financial decisions.

2. Is my banking information safe with Smarti&e?

Absolutely. Smarti&e prioritizes your security. We use industry-leading encryption and adhere to strict Canadian data privacy standards to protect your sensitive financial information. Your data is never stored directly on your device, and we only access the information necessary to provide our services, always with your explicit consent.

3. How can Smarti&e help me with budgeting and debt management?

Our app offers intuitive budgeting tools that categorize your spending and help you set financial goals. We also provide personalized budgeting advice based on your unique financial situation. For debt, our payment term calculators allow you to explore different borrowing scenarios, and you can securely share your financial reports with trusted lending and credit counselling agencies directly through the app to get tailored support.

4. Can I share my financial reports with others, like a financial advisor or lender?

Yes, Smarti&e provides a secure and controlled way to share your financial reports. You decide exactly what information to share and with whom. This feature is particularly useful for collaborating with financial advisors, mortgage brokers, or credit counselling agencies in Canada, allowing them to provide more accurate and personalized guidance.

5. How does the professional lender portal work?

The Smarti&e Professional Partner Portal is a dedicated web application for accredited lenders and support agencies in Canada. When a mutual client chooses to share their financial reports through the Smarti&e app, partners can securely access this information via the portal. This streamlined process allows professionals to gain immediate insights into a client's financial situation, enabling them to offer more efficient and tailored advice and services.

Meet FINN, Your AI Financial Navigation Partner

Have questions about budgeting, saving, or understanding loans in Canada? Our AI-powered advisor, FINN (Financial Insight Navigation Network), is here to help!

FINN offers instant insights into common financial questions, helps with budgeting strategies, and provides advice on improving your financial health. Leveraging the Smartiepants app, FINN can even provide guidance based on a summary of your linked bank information.

While FINN provides quick answers and self-help tools, for in-depth analysis and personalized strategic guidance tailored to your specific financial needs in Canada, our expert financial advisors and lending partners are always available for more comprehensive support.

Try Asking FINN (Coming Soon)
AI Financial Assistant

Meet Our Team

Our dedicated professionals bring their expertise and passion for fairness to every project. Get to know the individuals behind Smarti&e:

Simon Howard

Simon Howard

CEO & Principal Consultant

As a leading voice in pay equity, Simon possesses razor-sharp strategic acumen and analytical prowess, consistently delivering groundbreaking HR solutions. She excels at cultivating collaborative relationships, driven by an unwavering commitment to progressive workplaces grounded in fair and equitable HR policies. Simon has a proven track record of successfully designing and implementing impactful compensation strategies that enhance employee engagement and attract and retain top talent.

Marcus Thorne

Marcus Thorne

VP, User Engagement

With an impressive 20-year track record in customer advocacy and digital solutions, Marcus is a highly experienced and passionate champion for Smarti&e users. He finds immense joy in crafting intuitive user experiences and ensuring every interaction empowers individuals on their financial journey.

Specializing in full-cycle user support and success for financial technology platforms, Marcus's expertise spans creating engaging user onboarding flows, developing helpful in-app guides for budgeting and loan calculations, conducting user feedback sessions, and ultimately ensuring a seamless and valuable experience for all Canadians. His dedication ensures our app proactively supports your financial empowerment goals.

Sophia Chang

Sophia Chang

Director of Strategic Partnerships

Sophia is an exceptional leader who brings a collaborative, solutions-oriented approach to fostering key relationships within the Canadian financial sector. Renowned for her formidable negotiation skills and strategic vision, she possesses a unique talent for developing meaningful connections that drive mutual success. Sophia excels at cultivating a culture of innovation, consistently delivering high-impact outcomes, and achieving significant growth in our network of lending and support agencies. As a highly collaborative and forward-thinking leader, she specializes in business development by actively listening to partner needs, astutely identifying synergistic opportunities, and crafting tailored integrations that enhance the value proposition of Smarti&e for both users and partners.

Liam O'Connell CPA

Liam O'Connell CPA

Senior Financial Systems Analyst

Liam is a highly respected and results-driven financial professional with over two decades of comprehensive experience in financial data analysis and system integration. His expertise spans all facets of financial technology, with a particular strength in developing and implementing secure data management protocols that align with Canadian banking standards. Liam is passionate about ensuring the accuracy and integrity of financial insights provided by Smarti&e. He excels in data validation, system optimization, regulatory compliance, and consistently delivering robust solutions that enhance the app's reliability and user trust.

Chloe Davis

Chloe Davis

Lead Content & Education Specialist

Chloe is an accomplished writer and educator with a keen eye for simplifying complex financial topics and a passion for empowering users. As Lead Content & Education Specialist, she ensures all in-app articles, FAQs, and educational modules are precise, professional, and effectively convey vital financial information. Her exceptional ability to translate financial concepts into clear and engaging content is instrumental in maintaining Smarti&e' high standards for user literacy. Chloe's work guarantees our insights are always presented with utmost precision and impact, helping Canadians understand and improve their financial health.

Jordan Lee

Jordan Lee

Operations Manager & User Support Lead

Jordan is the organizational backbone of Smarti&e, expertly managing daily operations and ensuring seamless coordination across all teams. Their exceptional problem-solving skills, proactive approach, and meticulous attention to detail are crucial in supporting our development and partnership teams, as well as providing efficient user support. Jordan's dedication keeps our operations running smoothly, allowing our entire team to focus on delivering top-tier financial guidance and a reliable app experience for our Canadian users.

Hear From Our Happy Users and Partners

Our commitment to empowering Canadians with financial knowledge has positively impacted countless individuals and businesses across the country. Read what our users and lending partners have to say about the value and clarity Smarti&e brings.

Michael Chen

Small Business Owner, Toronto

Smarti&e transformed how I manage my business finances. The insights from connecting my bank accounts were immediate, and the budgeting tools are a lifesaver. This app has given me real clarity on my cash flow.

Sarah Jenkins

Student, Vancouver

As a student, budgeting felt overwhelming. Smarti&e broke it down into simple steps. The payment calculator helped me understand my student loan terms, and I feel so much more in control of my money now.

David Miller

Loan Officer, Canadian Bank Solutions

The Smarti&e lender portal is a game-changer. When clients share their financial reports through the app, we get a complete, accurate picture instantly. It streamlines our process and allows us to offer more personalized solutions.

Emily White

Financial Coach, Empower Debt Solutions

Smarti&e has become an essential tool for my clients. The ability to easily share their financial reports with me means we can spend less time gathering data and more time focusing on strategic advice. It's truly empowering for them.

Omar Hassan

New Homeowner, Calgary

Planning for our first home mortgage felt overwhelming. Smarti&e helped us understand our financial health and calculate different payment scenarios. We felt so much more confident talking to lenders, thanks to the app.

Recent Blog Posts

Stay informed with the latest financial insights and news from Smarti&e. Our recent posts cover a range of topics relevant to personal finance, budgeting, and making smart borrowing decisions in Canada.

Contact Us

Ready to boost your financial literacy or partner with Smarti&e? Whether you have questions about our app, lending portal, or want to learn more about how we can support your financial goals in Canada, we're here to help.

Address

123 Financial Way

Minesing, ON L9X 0G1

Call Us

+1 (705) 555-0100

+1 (888) 555-0101

Email Us

info@Smarti&e.ca

support@Smarti&e.ca

Open Hours

Monday - Friday

9:00 AM - 5:00 PM EST

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