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SmartOffice: Financial Advisor Software

Feature Spotlights
for Financial Advisor

[SmartOffice for Financial Advisors brochure]


Attend a live demonstration
Date Time Presenter  
06.29.2016 11:00am PST Chris Lara


07.06.2016 11:00am PST Chris Solorzano


Key SmartOffice Features
SmartOffice Premier Edition is a financial advisor software solution designed to address the very specific needs of growing advisory firms.

Investment Tracking: Easily track and manage client assets to help grow a profitable managed account business
Marketing & Sales: Identify and act upon opportunities with new and existing clients
Customer Service: Deliver consistent value to retain happy clients and generate referrals
Policy Tracking: Manage all types of policies, including share balances for variable life policies
Reporting: Provide your clients with consolidated financial reports
Compliance: Reduce the liability and exposure of your firm and control your sales processes and practices
Business Value: Optimize the value of your firm by creating an organized, manageable, and collaborative framework for your business

SmartOffice Premier Edition enables growing firms to manage multiple lines of business and a large number of clients from anywhere, anytime — all while increasing the personal level of service that secures your position as your clients’ most trusted financial advisor.

An easy-to-use, industry-specific financial advisor software solution, SmartOffice ties together the diverse pieces of your business — people, process, and systems. As a result, your entire office can do business faster, and build and maintain strong client relationships that drive more business.

Contact Details
Contact Details
Investment Tracking
Investment Tracking
Policy Tracking
Policy Tracking
Sample Dashboard - Cross Marketing
Sample Dashboard
Cross Marketing
Sample Dashboard - Marketing Segmentation
Sample Dashboard
Marketing Segmentation
PDF Sample Report
Sample Report
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