Swoop for Advisors

Add clients in a click and get funding, savings, grants and equity matched from one dashboard.

Swoop for advisors runs on the same underlying platform as the funding, savings, and grants and equity products, but white-labelled, so your clients see your practice's own branding rather than Swoop's. The portal can be embedded on your own site under your own domain, meaning a client who logs in to check on funding or savings never has the sense they've been handed off to a third party. It reads as one more service your practice offers directly.

That makes it as much a marketing asset as a working tool. It gives you something concrete to put in front of prospects and existing clients: a genuine funding, savings, grants and equity offering, sitting inside your own site, that most practices your size can't match. Onboarding, training and CPD-accredited webinars are included, so your team can talk about it credibly from day one rather than learning on the fly in front of a client.

Day to day, you add clients in a few clicks and each one gets a dashboard showing smart funding matches, funding progress and credit reports, all under your own name. Debt funding, grants and equity, and savings and comparison, the other three cards on this stand, all run through that same white-labelled client experience once you're set up here, so the marketing story and the underlying plumbing are the same thing.