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"SmartOffice makes it easy for us to stay in top of mind with every one of our clients."

Gary Schwartz | President & CEO

Challenges

  • Automate the investments side of the business
  • Implement a web-based system to gain access
    to real-time investment information and account activity
  • 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

  • Choose SmartOffice Premier Edition
    for Financial Advisors
  • Leveraged Ebix CRM Business Consulting Group for in-depth training and add-on functionality
  • Opportunity Reporting using Dynamic Reports
  • Supports downloads from DST FAN MAIL
    and Pershing
    for detailed investment information within 24 hours of any account activity

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

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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