As an advisor, your success depends on making your clients better off so that they place a high value on your services. And to do that, you need to understand their finances and needs better than they do.
You can gain that understanding with an intelligent technology solution that helps you analyze, service and communicate with your clients in the most efficient way possible. SmartOffice, the customer relationship management (CRM) solution from Ebix, was designed to help financial services professionals tackle those critical tasks.
SmartOffice has the power necessary to serve as the backbone of your practice. The application is highly modular and can be configured to meet the needs of just about any business.Download Brochure