michael.pendergrass
Acronym
Ebix
Product ID
SmartOffice
Logo
Description
CRM, reporting, and investment data feeds in one powerful solution.
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Details
- Fully customizable, real-time dashboard reports help you identify sales opportunities and client milestones, track important dates and activities, and more. Any report in the system can be added to the dashboard.
- Advanced search capabilities help you quickly find not only clients, prospects, vendors, and colleagues, but also individual investment accounts, insurance policies, and sales opportunities.
- The navigation menu provides fast access to all SmartOffice modules and includes a navigation history that helps you return easily to pages you’ve visited. You can also collapse the menu when you need more screen real estate for viewing data.
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Details
- The contact record helps you keep track of comprehensive demographic data, contact information, and important dates to help you understand and better serve your client.
- Tabs across the top provide fast access to all investments, opportunities, policies, and activities linked to the client. The Household tab delivers a full picture of the client’s household finances.
- Need more fields? SmartOffice offers a robust system for creating custom fields, enabling you to track and report on any type of data you need.
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Details
- The top of the investment account page collects and clearly presents basic but critical account details, including account number, type, how-held, custodian, and other information.
- Review account values and roll-up options to gain a complete understanding of the account’s place in your client’s portfolio. Track all interested parties and advisor relationships.
- See a complete overview of all positions in the account in one compact list, and select any position in the list to view additional details.
Features
CRM, reporting, and investment data feeds in one powerful solution:
- Manage clients with notes, activities, and correspondence.
- Create investment reports for yourself and clients.
- Get automated portfolio updates from custodians/aggregators.
Vendors
Management Style
Schwab Products
Section
Solution