About SmartOffice

SmartOffice is a cloud-based customer relationship management solution that helps small to large businesses connect with clients and support CRM initiatives within the organizations. Designed for wholesalers, insurance carriers, broker/dealers and banks, the centralized platform helps improve marketing and reporting capabilities of businesses.

Features of SmartOffice include multi-custodian aggregation, daily rate-of-return calculation, custom reporting, fee billing automation, a client mobile portal, anomaly monitoring, team onboarding, data conversion, cybersecurity and financial planning integration. Its fraud scrubbing module allows users to detect fraud and identify suspicious transactions to ensure brand reputation. 

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Supported Operating System(s):

Windows 7, Web browser (OS agnostic), Windows 8, Windows 10

12 Reviews of SmartOffice

Average User Ratings

Overall

3.79 / 5 stars

Ease-of-use

3.5

Value for money

4.0

Customer support

4.0

Functionality

3.5

Ratings Snapshot

5 stars

(4)

4

4 stars

(4)

4

3 stars

(2)

2

2 stars

(1)

1

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 12 results

March 2018

PETER from SIGNATOR INVESTORS INC.

Company Size: 10,000+ employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2018

I have been using this for longer than 10 years and it's a great tool that will make you look smart.

I am able to access my practice's data from anywhere and give answers to my clients instantly. It makes me look smart and organized and my clients appreciate the quick response, which by the way they want and expect.

Pros

Easy access to my practice's data anywhere, anytime; helps me deliver great service to my existing clients ; helps me meet more of my clients' needs; expand client base by converting new prospects to clients.

Cons

Sometimes it is down without warning , other than normal maintenance. Aside from that, I can't think of anything bad to say about it. It makes your life easier and it's worth the cost for sure!

August 2020

James from Certified Financial Services, LLC

Company Size: 11-50 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

3.0

Functionality

3.0

August 2020

SmartOffice

I like it. But I have looked for other alternative products from time to time because I don’t like the way it handles workflow. For example I have looked at Pipedrive and Trello.

Pros

It integrates with Microsoft but sometimes the scheduling feature changes times for my meetings. I like the ability to capture my client information.

Cons

Functionality is dependent on back office set up. We have two agencies that use it but input data differently.

October 2019

Allyson from Eaton Financial

Company Size: 2-10 employees

Industry: Financial Services

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

3.0

Functionality

3.0

October 2019

SmartOffice Review

Pros

Collects a lot of client data and information

Cons

Not the most user friendly to navigate between different screens

December 2018

Scot from Providers & Families Wealth Management

Verified Reviewer

Company Size: 2-10 employees

Industry: Investment Management

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

5.0

December 2018

Relatively Easy to Use

I can't imagine doing my job without a CRM like SmartOffice. All of the info I need is there.

Pros

I like that the interface is customizable. I can decide what client data I want to see when I'm viewing them.

Cons

For all of its features, it's not the most intuitive and user friendly. It could really use some internal guides, or a learning mode

August 2020

Jolie from Gideon Strategic Partners, LLC

Company Size: 11-50 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

4.0

Functionality

4.0

August 2020

SmartOffice

Pros

The product is very user friendly & adaptable to your own business process.

Cons

Hate to say it...but sometimes too many features and/or options, is not a good thing.

Reasons for Choosing SmartOffice

SmartOffice can literally do anything you want it to do & report. It is that versatile.