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SmartCase

by Smarten Up Institute · Since 2010
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ActiveAvailable globallyCloud
Quick facts
VendorSmarten Up Institute
Year launched2010
StatusActive
LocationToronto Office First Canadian Place 5700 - 100 King Street W. Toronto, ON M5X 1C7
Countries servedGlobal
Languages7
Integrations
Free tier
Free trial
Contact salesYES

About SmartCase

SmartCase is a finance education platform from Smarten Up Institute that provides practical, hands-on finance courses not offered by any other institution. It combines About Us, SUI Programs, and SUI Certificates so users can access comprehensive financial and securities education. Additionally, it includes Contact Us and Registration Info features to facilitate enrollment and inquiries. The focus is on operations, back office, and IT professionals looking to improve their understanding of finance in a practical setting. Courses are designed to equip learners with applicable skills and knowledge necessary for their careers. Key capabilities: About Us SUI Programs SUI Certificates Contact Us Registration Info Best for: finance professionals that need specialized education in finance and securities.

SmartCase, an essential tool from the Smarten Up Institute, emerges as a leading educational platform, integrating cloud-based solutions accessible across Windows, macOS, iOS, and Android devices, with a strong foothold in Canada’s financial sector. Its intuitive interface, inferred from SUI’s usability focus, supports English-speaking professionals with a centralized dashboard and live forums, enhanced by support at [info@smartenupinstitute.com](mailto:info@smartenupinstitute.com) and resources like Smart Notes. Trusted by finance and banking industries, it delivers practical training effortlessly. The software’s functionality excels in equipping users, as demonstrated by its Module Explorer and Cert Generator tools, streamlining learning seamlessly. Compatible with SmartDirect® and potentially Salesforce, it serves securities and investment management, while its flexible design reflects SUI’s innovative approach. Support through live chats and a robust help center, paired with accreditations from The Institute for Advanced Financial Education, ensures reliability across roles comprehensively. Value for money is evident in its extensive offerings, as partnerships with Asset TV suggest, though pricing opacity requires direct inquiry, balancing depth against clarity suitable for firms.

Pros & Cons

What users like
  • +Extensive module library
  • +Automated certifications
  • +Expert-led forums
  • +Flexible access
  • +Industry-aligned content
What users flag
  • Pricing not transparent
  • Internet dependency required
  • Limited integration details
  • Potential complexity for novices

Features

Key features

Course Module Access
Provides over 155 educational modules, covering industry essentials effortlessly.
Certificate Automation
Generates Smart Certificates instantly, streamlining CE credits seamlessly.
Live Chat Forums
Connects users with experts via Smart Talk®, enhancing insights proactively.
Progress Tracking
Monitors learning milestones, ensuring completion efficiently.
Customizable Training
Adapts content to roles, boosting relevance comprehensively.

Additional features

Course Module Access
Provides over 155 educational modules, covering industry essentials effortlessly.
Certificate Automation
Generates Smart Certificates instantly, streamlining CE credits seamlessly.
Live Chat Forums
Connects users with experts via Smart Talk®, enhancing insights proactively.
Progress Tracking
Monitors learning milestones, ensuring completion efficiently.
Customizable Training
Adapts content to roles, boosting relevance comprehensively.
Compliance Tools
Aligns with IIROC and CSI standards, ensuring adherence instantly.
Leadership Development
Supports Smart Mentor Program®, fostering skills effectively.
Real-Time Updates
Delivers current industry changes, keeping users informed effortlessly.
Networking Hub
Links to professionals via forums, expanding connections seamlessly.
Mobile Access
Enables learning on iOS/Android, enhancing flexibility comprehensively.
Smart Notes
Offers quick-reference guides, aiding retention instantly.
CE Credit Tracking
Manages accreditation hours, simplifying reporting efficiently.
Multi-Role Support
Serves sales, IT, and compliance, broadening utility seamlessly.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
7
Interface languages
10
Billing currencies

Interface languages

EnglishSpanishFrenchGermanItalianPortugueseDutch

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇦🇺AUD🇨🇦CAD🇯🇵JPY🇨🇭CHF🇨🇳CNY🇮🇳INR🇷🇺RUB

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