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SmartOffice®
Premier for Financial Advisors |
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SMARTOFFICE |
PREMIER EDITION
for
Financial Advisors
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SmartOffice Premier Edition is a financial advisor
software solution designed to address the very specific
needs of growing advisory firms.
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Investment Tracking:
Easily track and manage client assets
to help grow a profitable managed account business |
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Marketing & Sales:
Identify and act upon opportunities
with new and existing clients |
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Customer Service:
Deliver consistent value to retain
happy clients and generate referrals |
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Policy Tracking:
Manage all types of policies, including
share balances for variable life policies |
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Reporting:
Provide your clients with consolidated
financial reports |
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Compliance:
Reduce the liability and exposure
of your firm and control your sales processes and
practices |
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Business Value:
Optimize the value of your firm by
creating an organized, manageable, and collaborative
framework for your business |
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SmartOffice Premier Edition enables growing firms to manage
multiple lines of business and a large number of clients
from anywhere, anytime — all while increasing the personal
level of service that secures your position as your clients’
most trusted financial advisor.An This easy-to-use,
industry-specific financial advisor software solution,
SmartOffice ties together the diverse pieces of your
business — people, process, and systems. As a result,
your entire office can do business faster, and build and
maintain strong client relationships that drive more
business.
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"SmartOffice is a money making software package. It will make your
life easier, faster, and better by helping you promote new business,
service and maintain your existing clients, and grow your practice."
Gary Schwartz
President,
Madison Planning Group, Inc.
White Plains, NY
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