Home > Academy Topics: Investments


  • Investment Accounts: Learn how to search for and view client investment accounts.

  • Investment Positions: Find out how to view the positions in an investment account and determine position values.

  • Investment Securities: Explore SmartOffice's tools for finding and managing investment security records.

  • Global Investment Searches: Learn how to do a global search of all investment accounts in your database and how to view and manage variable annuity accounts.

  • Reassigning Investment Accounts: Use SmartOffice's account management features to reassign an investment account from one client record to another.