for Advisors & Agents

Client Success Stories

A History of Smartoffice Serving
the Wealth Management Industry
Hawley MacLean
MacLean Financial Group

"When it comes to financial services CRM, SmartOffice does it better than anyone else out there."

  • Access detailed client information from anywhere
  • Support for new business processing, householding, and investment and policy tracking
  • Advisors nationwide have 24/7 access to their vital client information
  • Integration with Microsoft Word and Outlook helps streamline business processes
  • Ability to scan all documents and link them to a contact record online saves space and guarantees that every piece of client information is accessible from anywhere, anytime

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