About Smarten Up Institute (SUI®)

Smarten Up Institute (www.smartenupinstitute.com) provides an ALL IN ONE financial and securities education solution to wealth professionals, regulators, compliance specialists, and their entire support staff. Great online and customized programs via SUI’s SmartDirect® technology system (eduTECH), and delivering products: ADpanels®, “Ask an Expert”, SmartTalk®, Fast Track to CCO/CFO/PDO/NEC helping with immediate registration and licensing needs, and the NEW Advisor SmartCase®, confirming SUI as the leading financial education technology (“eduTECH”) company in Canada – making education a revenue stream for your company; and in-person instruction led by the industry's best and most respected experts. The Smarten Up Institute is proud to be an employee-owned, Canadian technology company. 

About the SmartDirect system that makes education a revenue stream for your company:

Products include:

- Advisor SmartCase®,  the all-in-one compliance briefcase
- SUI’s Ask an Expert® where Advisors get answers relevant to their business. 
- Advertising and Marketing with SUI’s ADpanels® where manufacturers and vendors alike advertise their products.
- 150+ Courses; 8 Designations; MFDA’s ETF Licensing Course.
- FastTrack to registration for the PDO, CCO, NEC and ETHICS.
- Credential management with progress control and email alerts.
- Certificate management for ALL licenses
- SmartTalk®, SUI’s live chat show where experts discuss current events.
- Virtual Conference Booths
- Single Sign On Registration ensuring robust analytics and reporting per channel or advisor segment

Features include:

- On-Line; In-Class or Virtual; Webinars, and Video courses.
- Customized Interface
- SaaS product with real-time updates 
- Streaming and gaming components
- Quiz/Exams
- API integration to Regulators and CRM systems, e.g. Salesforce.
- Product Monetization 
- Virtual Book

Email info@smartenupinstitute.com for a demo of the SmartDirect system.

Smarten Up Institute

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Smarten Up Institute

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