Digital assistant – use voice only

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How does it work?

Natural voice conversation.

No need for pen, paper or computer

Access anywhere.

Keep track of your financial well-being.

Digital assistant for individuals

It’s not easy to find affordable easy-to-use financial information. The SMFP Digital Assistant allows you to review your financial well-being from the convenience of your home, even couch.

You need an Alexa device with the requisite screen size and you must be a SMFP subscriber to get the password. You simply add the skill as you have with all your current Alexa skills.

The skill is in test phase and we are looking for users to help test it. Contact us if you are interested in the next generation of financial advice.

Key Features

  • Keep track of your retirement, risk, wealth, budget, education and succession well-being.
  • Values are remembered and available with each new session.
  • Explore tips to improve your financial well-being with your own values.
  • Transparency with how values are calculated.
  • Assumptions explained.
  • Convenient to use, simply be in hearing range to use skill.
  • Evaluate whether you need a qualified financial planner to make a recommendation.
  • User guide always available. Just say “user guide”.
  • There are six quick calculations. In seconds, you can do a quick tax, age pension, account-based pension, investment profile and retirement calculation.

Watch the video

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