SmartOffice

Product Infographic captions

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  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.

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  Advanced search capabilities help you quickly find not only clients, prospects, vendors, and colleagues, but also individual investment accounts, insurance policies, and sales opportunities.

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  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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  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.

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  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.

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  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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  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.

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  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.

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  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.