for Advisors & Agents

Client Success Stories

A History of Smartoffice Serving
the Wealth Management Industry
Gary Schwartz
President & CEO, Madison Planning Group

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

  • 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
  • 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

Catch an Upcoming SmartOffice Demonstration