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Madison
Planning Group
"SmartOffice makes it easy for us to stay
in top of mind with every one of our clients."
Gary Schwartz | President & CEO
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Challenges
- Automate
the investments side of the business
- Implement
a web-based system to gain access
to
real-time investment information
and
account activity
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Effectively manage client activity
and pending cases
- Ensure
mobile access to client data
- Manage
incoming leads
- Ensure
compliance by documenting all client
activity and communication
Solutions
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Choose SmartOffice Premier Edition
for Financial Advisors
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Leveraged Ebix CRM Business
Consulting Group for in-depth
training and add-on functionality
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Opportunity Reporting using Dynamic
Reports
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Supports downloads from DST FAN MAIL
and Pershing
for detailed investment information
within 24 hours of any account
activity
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Results
- Advisors who formerly had
to be in the office to access critical information
can now view,
add, and modify information from anywhere, anytime
- Gained a predictable,
proven methodology for managing incoming leads and
ensuring compliance
- Integrated downloads now
provide online access to the most current investment
information available
- Online portfolio
performance tracking, consolidated reporting and
graphical depictions of costs, share balances, and
current values make it easier to communicate with
clients and earn their trust
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Located in White Plains, New York,
Madison Planning Group is a full service financial
planning firm, providing extensive packages of personal
and business planning services. Additionally, the
company offers numerous investment products, including
various retirement planning options and employee benefit
programs.
For more information, visit
www.madisonplanning.net. |
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