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What is a Smart Link?

If you have multiple users in your office, the Smart Link can be a great tool to keep your prospects organized.


Much like your Personalized BizEquity URL is a branded front door for prospects to start a valuation on a firm level, the Smart Link creates an advisor specific link. In offices with multiple users this is most commonly placed in email signatures, advisor specific newsletter promotions or as a link to prospects.

When a valuation is started using a Smart Link, the business will automatically be assigned to the advisor the Smart Link belongs to.

To use your Smart Link, copy the URL address in the pop-up box and send it to your client or prospect.


In addition to the Smart Link, we also provide each user with their own personal Short Link. A Short Link acts just like a Smart Link and directs back to the White Label home page. This can be beneficial when executing a social media campaign. Short Links are easy to post and are commonly seen in platforms such as Twitter, where a character limit may hinder the use of a longer URL address.





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