Welcome to SmartOffice Academy! The Academy is here to help Nations advisors learn SmartOffice basics quickly. This series of short lessons is packed with hands-on learning material. Each lesson includes a video and written instructions to help you get up to speed.
Contacts and Households
Learn how to navigate SmartOffice, and then dive into the basics of contact management. You’ll learn how to create and search for contacts, create key relationships and households, and enter notes in the SmartPad.
Harness the power of SmartOffice’s calendar to better manage your time. These lessons show you how to create activities, manage tasks and collaborate with other users.
Learn how to track your clients' personal finances. These lessons cover viewing account and position values and managing securities.
Find out how to speed up your daily workflows by using applications like Albridge Wealth Reporting, eMoney, MoneyGuidePro and Docupace with SmartOffice.