Take your business to the next level with SmartOffice.
Do you have the tools you need to reach your business potential?
As a financial services professional, your goal is to build trusted client relationships that result in new and follow on business.
SmartOffice is 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.
Marketing and Sales
With SmartOffice, identify and act upon opportunities with new and existing clients.
Customer Service
With SmartOffice, deliver consistent value to retain happy clients and generate referrals.
Business Organisation
With SmartOffice, transform your entire business into a manageable, shareable framework.
Reporting
With SmartOffice, analyse your business with a powerful series of standard and custom management reports.
Compliance
With SmartOffice, maintain comprehensive client journals that include e-mail communication, document history and all relevant attachments.
Access SmartOffice from anywhere using your mobile, iPad or PDA
