SmartOffice vs. CRM
Here's what sets us apart.
SmartOffice Redtail
Monthly Cost
Included with Affiliation Fee for HTK Advisers  
Non-HTK Advisers - $60 FT
- $100 IA
$99 for up to 15 licenses
Emerging Advisers Tiered Billing  
Assistants $60 FT
Additional Modules Available at no additional charge. Additional charges may apply.
Home Office Support from Solution Center & Practice Management Teams  
Penn Mutual Data Feeds (Client, Policy, Investment)
24/7 web-based access
Enterprise-level scalability
Full-service conversion of data from other CRMs
Multiple-office hierarchies (e.g., home and branch offices)
Reporting/data sharing across multiple offices
Security and Compliance
Email compliant (integrates with SMARSH)  
Data encryption
Data backup
Disaster recovery
Multi-factor authentication
Advanced data visibility rules and restrictions
SSAE-16/SOC 2 compliance
New York DFS cybersecurity compliance
Meets SEC OCIE cybersecurity exam guidelines
Contact Management
Microsoft Outlook/Exchange contact sync
Household tracking
Contact groups (sets)
Client referral tracking
Mass correspondence
Page layout customization
Data import/export
List layout customization
Advanced list layout options
Custom fields
Record privacy/assignment
Client portal
Know Your Client (KYC) features
Detect duplicate contacts
Merge duplicate contacts
Built-in document storage/management
Integration with external document management systems (e.g., Docupace)
Integration with form-filling applications (e.g., Laser App)
Access CRM from within Microsoft Outlook, Word, Excel
Calendar Management
Microsoft Outlook/Exchange integration
Meeting/appointment and task tracking
Mass task reassignment
Group scheduling
View other users' calendars
Activity color coding
Print calendar
Comprehensive outcome tracking for completed activities
Send e-mail through Microsoft Outlook/Exchange
Post e-mail from Microsoft Outlook/Exchange to CRM
Mail merge through Microsoft Word
Support for Microsoft Word letter templates
E-mail alerts/notifications
SMS text alerts/notifications
Ready-to-run reports
Custom report creation tools
Customizable dashboards
Add any report to dashboards
Link reports to Excel templates
Automatically generate and e-mail reports on a schedule
Unlimited, automated filters for sets/groups and lists
Sales and Marketing
Opportunity tracking
Automated sales process workflows
Marketing campaign tracking
Lead management
Territory management
Event/seminar management
Sales goal tracking
Call scripts
Presale activity/proposal tracking
Integration with popular marketing platforms (e.g., Constant Contact)
Account tracking
Position/asset tracking
Printable investment reports for clients
Asset allocation (target vs. actual)
Account data feeds from aggregators/custodians
Integration with portfolio management systems
Integration with financial planning/analysis applications
Account relationship/ownership tracking
Ability to track multiple advisors’ books of business
Fixed and variable annuity tracking
Subaccount position tracking (variable life/annuities)
Tracking of position balance history
Support for split accounts
Tracking of key account dates (e.g., RMD dates)
Life policy tracking
Long-term care policy tracking
Disability policy tracking
Group policy tracking
Business group benefit and employee tracking
Rider tracking
Policy relationship/ownership tracking
New business (pending case) management/underwriting
Integration with paramedical service providers
Commission projection and reconciliation
Policy/pending case data feeds
Insurance carrier and product database
Presale activity and proposal tracking
Integration with life illustration tools (WinFlex, Ensight)
Advisor license/appointment/contract tracking
Support for split cases
Ability to track multiple advisors’ books of business
Tracking of key policy dates (conversion, end of level premium, end of term, etc.)
Sharing of case data with product specialists in other offices
Annuity order-entry integration (AnnuityNet)
Apple iOS app (iPhone/iPad)
Android app
Mobile website