For success in today's data-driven, highly regulated financial services industry, you need more than a basic CRM solution. SmartOffice delivers true practice management that helps you build trust with your clients, grow your business, and maintain compliance with ever-stringent rules.
Take a Free Test Drive!
Find out why SmartOffice has been the choice for thousands of advisors and agents for over 25 years. Get started below to find out how you can try SmartOffice free for 30 days.
An easy-to-use, web-based, industry-specific financial advisor solution, SmartOffice ties together the diverse pieces of your business: people, process, and systems. As a result, your entire office can do business faster while building and maintaining strong client relationships that drive more business.
SmartOffice Features
Contact Management
Store comprehensive contact information, demographic data, and notes about your clients. Keep track of their financial goals, personal and professional milestones, and more.
Calendar Management
Drive your day with SmartOffice's extensive task and appointment management features. Record activity outcomes, create follow-ups, and receive text or e-mail reminders.
Dynamic Reports
Use Dynamic Reports™ to mine your client data for marketing and upsell opportunities. Generate clear, attractive reports for your clients to help them understand their finances.
Policy & Investment Tracking
Track bank accounts, investment accounts, and insurance policies to develop a complete picture of your clients’ finances at the individual and household levels.
Opportunity Tracking
Create multi-stage opportunity processes to systematically identify, contact, and follow up with prospects. Link opportunities with marketing campaigns to gauge the effectiveness of your efforts.
Data Security and Compliance
SmartOffice has extensive audit trail and data protection features that keep you on the right side of fiduciary and cybersecurity regulations and standards. We have close partnerships with FCI and OS33, two leading firms in the area of cybersecurity policy and compliance enforcement. To learn more, click here.
SmartOffice Integrations
SmartOffice integrates with the applications and services you already use, creating seamless workflows that boost your efficiency.
Take advantage of the fast, secure links between SmartOffice and your favorite sales, financial planning, forms, marketing, and other wealth management and insurance tools.
SmartOffice also makes it easy to connect to investment and insurance data feeds from carriers, custodians, and other data providers.
See a complete list of SmartOffice integrations here.
Two Ways to Start Your 30-Day Test Drive
Option 1: Schedule a Call
Check our availability online and schedule a consultation at a time that works for you.
Option 2: Send Us Your Contact Info
Fill out the form below, and we’ll contact you to start the free trial setup process.