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Canadian Advisor Edition

“I absolutely love
 SmartOffice. Whenever
 I show other Canadian
 advisors what the system
 can do, they are blown

Brett Wackenhut Financial Advisor Fusion Financial Management

for Financial Service Intermediaries
Insurance Agency Software Practice Management: Automate your practice with a professional scheduling system and imbedded client management tools designed specifically by and for financial advisors
Insurance Agency Software Investment Holdings Tracking: Manage client mutual fund, GIC, and other investment account details in one place for both 'on book' and 'off book' assets
Insurance Agency Software Policy Tracking: Manage all types of Canadian policies, including fund holdings within Universal Life policies
Insurance Agency Software Reporting: Provide your clients with aggregated financial snapshots
Insurance Agency Software Compliance: Maintain comprehensive client journals that include e-mail communication, document history, and all relevant attachments
Insurance Agency Software 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.

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Contact Detail

Investment Tracking

Policy Tracking

Opportunity Tracking

Activity Tracking


Request Information

(click here to
download the brochure

SmartOffice Canadian
Advisor Edition Brochure


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