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Adviser logins

1. Register as an SMI Adviser

This will allow you to create an SMI Adviser profile ready to start the application process

Register for access to SMI adviser portal

2. Create Client Applications

This will allow you to create and manage your clients SMI applications

Create Client Applications

3. Manage existing SMI clients

This will allow you to manage the profile and investments of your clients once they’ve been set up with an SMI account

Manage existing SMI clients

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