SmartOffice Integration Partner
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SmartOffice’s integration with Wealthscape℠ helps you manage existing client relationships and onboard new clients faster and more efficiently than ever.
Enhance your productivity
Using SmartOffice and Wealthscape together, you should be able to cut down on manual data entry and streamline the work flows you rely on every day. (Don't have SmartOffice? Click here.)
Tap into your rich SmartOffice customer database to help make the client onboarding process in Wealthscape faster, more accurate and more cost-effective.
From a SmartOffice contact or household record, you can securely transfer client data to Wealthscape, and then continue onboarding the client as you normally do.
Stop wasting time with manual updates of your clients’ investment data in SmartOffice. With data import from Wealthscape, your SmartOffice client records stay up to date with the latest account and position data—automatically.
With that data, you can create powerful, professional investment reports in the format of your choice.
Navigate seamlessly between SmartOffice and Wealthscape without juggling multiple logins. When you log in to one application, you’re automatically logged in to the other.
If you’re viewing an investment account in SmartOffice, you can even jump directly to the corresponding account positions page in Wealthscape.
Take a look
Here’s a quick illustrative tour of the interaction between SmartOffice and Wealthscape.
Select account holders in SmartOffice and securely transfer their data to Wealthscape’s new-account form in seconds.
Use the data automatically imported into SmartOffice from Wealthscape to create quality reports for your clients. This Account Summary breaks down a client’s asset allocation by asset class and includes detailed account information.
Screenshots are for illustrative purposes only.
Make a Lasting First Impression
We believe first impressions are critical to building trust and establishing productive, long-term
client-advisor relationships. Demonstrate to new clients from Day 1 that your practice
prioritizes speedy, efficient service. Help set yourself apart from
the competition with SmartOffice and Wealthscape.
Fidelity Institutional℠ and National Financial Services LLC (together “Fidelity”) is an independent company, unaffiliated with Ebix, Inc. There is no form of legal partnership, agency affiliation, or similar relationship between Ebix, Inc. and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by Ebix, Inc. and does not guarantee, or assume any responsibility for, its content. Fidelity®, Fidelity Institutional℠ and Wealthscape℠ are service marks owned by FMR LLC. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 736135.5.0
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