• Clunky, ineffective integrations required manual data entry and caused errors that reduced time spent with clients.
• Inefficiencies nearly forced the firm to choose between working 60-hour weeks and hiring additional staff.
• Weak reporting capabilities and lack of customization in their existing CRM solution limited their ability to bring in experienced advisors.

• Integrations with Financial Profiles, eMoney 360, and custodial platforms save hundreds of hours each year.
• Features such as the SmartPad (client journal), detailed search, Dynamic Reports^™, alerts, and personalized dashboards keep priorities aligned without the need for internal meetings and “FYI” e-mails.
• Workflows for process automation, along with client “sets” and filtered Dynamic Reports, help staff proactively handle tasks, schedule appointments, and correspond with multiple clients at once.

• Referral volume is growing.
• Assets under management grew more than 20% within months.
• Krilogy is growing fast without having to hire additional staff or work longer hours.
• SmartOffice’s integration with Outlook saves hundreds of hours per year.
• Onboarding new advisors and repapering client accounts now takes days instead of weeks or months.

“In March, a new senior advisor left a wire house to join our firm. He had been concerned about support from a small firm like ours, but he was convinced almost immediately. By his second day with us, we had already imported his data, created reports, and set his workflows so that he could find, call, and quickly move his clients’ assets. In less than a month, we’ve already moved $13 million over to our RIA. We could never have done this if we hadn’t converted from Redtail.”

Kent Skornia