Practice Management:
Automate your practice with a professional
scheduling system and imbedded client management
tools designed specifically by and for financial
advisors
Investment Holdings Tracking:
Manage client mutual fund, GIC, and
other investment account details in one place for
both 'on book' and 'off book' assets
Policy Tracking:
Manage all types of Canadian policies,
including fund holdings within Universal Life policies
Reporting:
Provide your clients with aggregated
financial snapshots
Compliance:
Maintain comprehensive client journals
that include e-mail communication, document history,
and all relevant attachments
Business Organization:
Transform your entire business into
a manageable, shareable frameworks
SmartOffice Canadian Advisor Edition can help you take your
practice to the next level by providing the tools you need
to attract and retain high net worth, high revenue clients
by meeting or exceeding their service expectations.
Packed with ways to help you save time and manage every
aspect of your client relationships, the web-based SmartOffice
solution requires no software installation and gives you
immediate access to the information you need — anytime,
anywhere — 24/7.
