"SmartOffice is the most intuitive,
user-friendly system
I’ve found for managing my advisory practice."
Phil Putney
CPA, MST, PFS | Registered Representative
Challenges
Combine
the capabilities and historical
content in Outlook with a web-based
practice management solution
Access all
client information—including
investment information—via the web
Stay on top of calendar and
activities without the help of an
assistant
Create a central location for all
client information
Gain the ability to easily search
client records and investment data
Effectively market to existing
contacts from prior CPA business
Solutions
SmartOffice Premier Edition
Microsoft Outlook integration
MarketingLibrary.net integration
SmartInvestments
SmartPolicies
SmartLink for DST
E-Z Data conversion services
Results
Better organization of all
client information and the overall practice
Activity alerts are sent
directly to Blackberry via text messaging, so
nothing falls through the cracks
Instant access to complete
client information, including current account values
from DST (updated every 24 hours)
Can answer 90% of the
questions that come up on client calls in
seconds—all from within SmartOffice
No longer need to search through Outlook calendar
to find meeting notes; everything is located
in the SmartPad
Easily track contract anniversaries to better
manage variable annuities benefits
Able to market advisory services to existing CPA
client base, and track the resulting activity
Load documents from MarketingLibrary.net directly
into SmartOffice for streamlined marketing
Phil Putney spent 20 years as a CPA and
10 years as a financial advisor before transitioning to
a full-time advisory practice. As a Personal Financial
Specialist, he helps his clients plan and invest to
attain their financial goals. After briefly trying
Redtail, Phil switched to SmartOffice in 2009.
