Client Relationship Management for Financial Advisors

Today's successful financial advisor uses technology to stay on top of clients' portfolios, provide top-notch service and advice, and communicate effectively with clients and prospects alike.

After more than three decades of empowering advisors to excel in all aspects of their professions, SmartOffice remains the most comprehensive solution for running an advisory business. From contact and calendar management to powerful reporting and and investment tracking, SmartOffice helps you grow your book of business and maintain stellar client relationships.

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Make Your Clients Happy

Your clients are the heart of your business. Let SmartOffice help you advise and service them better than ever.

  • Track investment account values and insurance benefits at the individual and household level. Get an overall picture of clients' finances instantly.
  • Create clear, well-formatted reports that give clients helpful overviews of their finances.
  • Generate template-based correspondence to keep in touch regarding birthdays, holidays and other important life events.
  • Use dashboards to get daily reports about your book, read news feeds and gather information that impacts your business.
  • Run reports on your clients' demographic information and current investments to identify gaps and cross-sell opportunities.
  • Streamline financial planning and analysis by sharing data easily between SmartOffice and applications like eMoney, MoneyGuidePro, Riskalyze, Advicent, and AdvisoryWorld.
  • Identify top clients (by assets or referral value) and single them out for extra attention.

RUn a Tighter Ship

It's easier to serve your clients when your office is running efficiently. SmartOffice offers a host of tools to help you boost productivity, reduce human error and improve communications. 

  • Use shared calendars to schedule meetings, assign tasks, track activities to completion, get reminders and alerts, and create follow-up activities.
  • Integrate SmartOffice with Microsoft Office applications (Word, Excel and Outlook) for mail merge operations, reports, contact/calendar management and more.
  • Access your client database, calendar, notes and more from your smartphone or tablet. Keep your e-mail, contacts and calendar synchronized across all of your devices with our Microsoft Exchange integration. 
  • Eliminate manual, error-prone maintenance of client data and accounts. SmartOffice imports account and policy updates electronically from leading data providers and carriers.
  • Keep a history of all communications with clients. Set up account alerts and other notifications to keep everyone on staff informed of important issues. 
  • Maintain a central repository of documents in SmartOffice, or connect SmartOffice to document management systems like Docupace, Laserfiche and PaperClip. 

Grow Your Business

Use SmartOffice's powerful sales and marketing capabilities to bring in new clients and boost AUM.

  • Create detailed opportunity workflows to systematically work sales leads.
  • Get a bird's-eye view of your sales pipeline and see how well you're doing at converting prospects to clients.
  • Keep records and notes on all calls, meetings and correspondence with prospects for future reference.
  • Market your services (and yourself) using SmartOffice's integrations with services like Constant Contact, e-Relationship, and Financial Media Exchange. 

And don't worry about outgrowing SmartOffice. With its highly modular and scalable design, SmartOffice will work well for your business today and into the future.

Stay Secure and Compliant 

Worried about regulations and cybersecurity? We can help with that, too.

  • Create an audit trail of all correspondence you've sent and investment advice you've provided to clients. Produce documentation for compliance review easily.
  • Trust in our expertise. SmartOffice is SSAE 16-certified, which means that we adhere to internationally recognized best practices for data security.
  • Keep all client and business data secure with state-of-the-art encryption and full backup/disaster recovery capabilities.

Explore all our Features

Multi-Custodian Aggregation

Transaction Scrubbing

Daily Rate-of-Return Calculation

Custom Reports

Automatic Fee Billing

Client Mobile Portal

Anomaly Monitoring

Held-Away Assets

Live Phone Support

Welcome Team Onboarding

Custom Project Support

Data Conversions

Cybersecurity Certification

Rebalancing Integration

Financial Planning Integration