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PlanningWork$
"SmartOffice has evolved into a powerful
financial
services tool that makes us more efficient, accountable,
and compliant."
Lisa Allen | Partner/Co-Founder
PlanningWork$
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Challenges
- Manage
multiple types of business within a
single system
- Gain
anytime, anywhere data access
- More
effectively manipulate marketing
sets
- Eliminate
the headache of continual upgrades
and patches
Solutions
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SmartOffice Premier Edition
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SmartInvestments
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SmartLink for Laser App
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SmartLink for Albridge
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SmartPDAs
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Results
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Effectively manage a client base of
over 500 households using task,
appointment, and activity notes and
scheduling
- Instant,
shared ‘memory’ of all activity for
every contact
- More
accountability in respect to
compliance
- Greater
visibility using links into accounts
and business sets
- Fast, easy
marketing to clients and other
centers of influence
- Capability
to support ‘passion marketing’
campaigns
- 24/7 data
access with no in-house maintenance
required
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PlanningWork$ delivers personalized
investment advice through an extensive financial
planning and investment strategy process designed to
help clients assess their current financial situation,
analyze their life goals and implement sound, long-term
strategies. Lisa and the firm’s six-person team moved
from Time & Chaos, a Windows-based contact management
system, to SmartOffice in 2007. |
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