Test phase

Digital assistant — use voice only

Monitor your financial well-being using your natural voice.

We have a digital assistant in test phase. Want to help us test it?

Natural voice conversation

No pen, paper or computer

Access anywhere

Keep track of your financial well-being

Digital assistant for individuals

It's not easy to find affordable, easy-to-use financial information. The SMFP Digital Assistant lets you review your financial well-being from the convenience of your home — even the couch — using your natural voice.

The skill is in test phase. If you give us feedback, we'll give you a free subscription when the final version goes live. We find honest feedback invaluable.

Add the skill in your Alexa app

You need an Alexa Echo device with a screen. Add the skill the way you'd add any other Alexa skill.

When searching for it in the Alexa app, look for "Self-Managed Financial Planning".

"Alexa, open Self-Managed Financial Planning"
Just say it — your assistant does the rest

Key features

  • Keep track of your retirement, risk, wealth, budget, education and succession well-being.
  • Values are remembered and available with each new session.
  • Explore tips to improve your financial well-being with your own values.
  • Transparency on how values are calculated.
  • Assumptions explained.
  • Convenient to use — simply be in hearing range to use the skill.
  • Evaluate whether you need a qualified financial planner to make a recommendation.
  • User guide always available. Just say "user guide".
  • Six quick calculations: in seconds, do a quick tax, age pension, account-based pension, investment profile and retirement calculation.

Watch a short video

Video placeholder — swap in the fresh SMFP screen recording

Ready to help us test it?

Add the skill, have a chat, and get a free subscription when we go live.

Get the Alexa skill