SmartOffice
for Advisors & Agents

SmartOffice Features for Advisors & Agents

Maintain Strong Relationships While Driving Sales

Contact Management

Store comprehensive contact information, demographic data, and notes about your clients. Keep track of their financial goals, personal and professional milestones, and more.

Time & Calendar Management

Drive your day with SmartOffice's extensive task and appointment management features. Record activity outcomes, create follow-ups, and receive text or e-mail reminders.

Dynamic Reports

Use our Dynamic Reports to mine your client data for marketing and upsell opportunities. Generate clear, attractive reports for your clients to help them understand their finances.

Policy & Investment Tracking

Track bank accounts, investment accounts, and insurance policies to develop a complete picture of your clients’ finances at the individual and household levels. Keep your records current with electronic updates to your clients’ portfolios from top custodians, data aggregators, and carriers.

Opportunity Tracking

Create multi-stage opportunity processes to systematically identify, contact, and follow up with prospects. Link opportunities with marketing campaigns to gauge the effectiveness of your efforts.

Data Security and Compliance

SmartOffice has extensive audit trail and data protection features that keep you on the right side of fiduciary and cybersecurity regulations and standards. We have close partnerships with FCI and OS33, two leading firms in the area of cybersecurity policy and compliance enforcement. To learn more, click here.

Catch an Upcoming SmartOffice Demonstration

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