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.
The power of Smartoffice—Starting at $30/month
As an advisor, your success depends on making your clients better off so that they place a high value on your services. And to do that, you need to understand their finances and needs better than they do.
You can gain that understanding with an intelligent technology solution that helps you analyze, service and communicate with your clients in the most efficient way possible. SmartOffice, the customer relationship management (CRM) solution from Ebix, was designed to help financial services professionals tackle those critical tasks.
SmartOffice has the power necessary to serve as the backbone of your practice. The application is highly modular and can be configured to meet the needs of just about any business.
Download BrochureSmartOffice offers a host of benefits to advisors
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.
Reporting
Use 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 and Investment Tracking
Track your client's bank accounts, investment accounts and insurance policies to develop a complete financial picture at both the individual and household levels.
Sales Lead and Opportunity Tracking
Create multi-stage opportunity processes to help you systematically identify, contact and follow up with prospects. Link opportunities with marketing campaigns to gauge the effectiveness of your marketing efforts.
Data Import
Import data from the system you currently use to track your clients with the help of our Data Import Wizard. In today’s business environment, the technology you choose can mean the difference between leading the field and trailing the pack. Let SmartOffice propel your business to the next level.