The Smyth Group
The Smyth Group
Custom integrations, AI adoption and support, and technology risk assessments for financial planners.
Has technology become another job to manage, stealing time away from client relationships? That’s where we come in. The Smyth Group is a US-based software agency that helps financial planners make confident technology decisions.
We help you adopt AI in practical, compliance-first ways that protect client PII and respect SEC requirements.
We integrate your CRM, custodial platform, portfolio management, financial planning software, and billing tools so client data flows automatically instead of being re-keyed.
And we audit your existing setup—including spreadsheets and quickly built “vibe-coded” tools—to uncover hidden vulnerabilities and risks before they affect your business or your clients.
FPA Advantage
FPA members receive a free one-hour technology consultation with one of our engineers. Choose a focus: AI adoption, a technology risk assessment, or systems integration. Have a specific question in mind? Send it ahead of time, and we'll come to the call ready to dig in. This is a working session, not a sales call.
Benefits
Get more from the technology you already own—no new subscriptions required.
- Compliant AI Adoption: Assess, configure, and implement the right AI tools to capture meeting summaries, search documents securely, and automate routine tasks while protecting client PII.
- Wealthtech Integrations: Keep your CRM, custodial platforms, and planning tools synchronized so your team stops re-keying client data and chasing paperwork.
- Risk Assessments: Surface security gaps, spreadsheet dependencies, and operational bottlenecks before they become problems.
- US-Based Experts: Direct collaboration with domestic software engineers who are experts in integrating systems.