SmartAdvisor app for iPhone and iPad

Discovery has developed a solution to make it easier for financial advisers to do their business. With a few swipes and taps, the SmartAdvisor app allows financial advisers to effortlessly access their Discovery client portfolio in minutes.

****You need iOS7 or later to use SmartAdvisor.****

Using intelligent integrated database mining and a re-engineered servicing process, advisers can use SmartAdvisor to:
View all their clients and their key information
- Identify cross-sell opportunities are available for each client
- View opportunities for product integration to maximise value for clients
- Conduct a medical needs analysis
- Compare Discovery Health plan options
-- Quoting a prospective applicant looking to join Discovery Health Medical Scheme
-- Submit new business applications
-- Track your new business applications