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SMARTOFFICE
for
Independent, Fee-Only Advisors
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SmartOffice is a web-based client database (aka: “CRM”)
designed for Independent Investment Advisors. With
SmartOffice, advisors can remain truly independent
because they’re not locking all of their client data
into a system that is designed, customized, and
controlled by a single custodian.
With competition pressuring RIAs to drop AUM fees,
profits need to come from productivity. SmartOffice
helps RIAs to grow their AUM without growing their
overhead. |
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Key SmartOffice Features
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Client Relationship Management:
Segment Clients & Households,
Cross-Service with other financial
professionals, keep notes, appointments,
reviews, Outlook emails, etc. |
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Integrations,
Integrations, Integrations:
Data feeds directly from your
custodian is just the beginning. SmartOffice has
turnkey offerings, but also integrates with the
other apps and systems that RIAs need,
including: Forms, Document Management, Planning,
newsletters, Client Portals, Asset Allocation,
Portfolio Management, etc. |
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Workflow Automation:
Maximize the productivity of your
organization and deliver on your Service Levels
without working overtime. |
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Marketing:
Whether it's seminars, social networking, radio shows, or simple rainmaking—SmartOffice has the workflows, integrations and reports to help bring in those new assets. |
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Asset Allocation:
Easily create your own allocation models and allowable variances. Receive alerts when rebalancing is required. |
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Portfolio Management:
Deliver GIPS-Compliant Performance Reports
like these. |
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Compliance:
With SmartOffice, SEC rules don’t
bog down your business. |
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Office Management:
Help create an organized,
manageable, and collaborative framework for your
business |
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SmartOffice is an 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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Kent S.
Skornia, CFS, RFC
Krilogy Financial |
“SmartOffice for RIAs allows our
team to focus on what is most
important—the client..”
Click here to read more |
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