SmartWorks can increase your productivity and streamline your workflow and operations — all in our paperless office system.
- Client Relationship Management (CRM) – Redtail CRM, industry leading web-based CRM, convenient access to client information – anywhere, anytime
- Portfolio Management/Performance Reporting - Albridge Solutions, a comprehensive, Web-based consolidated statement and performance reporting platform that also allows for online client access.
- Document Management – Docupace, complete paperless imaging solution – electronic storage and retrieval of your client paperwork
- Financial Planning – MoneyGuidePro, industry leading, easy to use asset allocation and financial planning tool
- Trading and Rebalancing – SmartWorks Adviser, next-generation wealth management platform allowing for streamlined trading and portfolio rebalancing
- Morningstar Advisor Workstation - a research tool allowing the transfer of accounts or entire portfolios, eliminating the need to enter data twice
- Meeting-ready Portfolio Reports with complete client account data
- Remit Pro - electronic check processing including imaging and remote deposits
- Commission Reports - client profitability by account and household, online access to commission detail and interactive summary
- Online Compliance - paperless OSJ trade review, compliance manuals, communications, SEC Books & Records alerts and more
Brianna Brackett - Chief Marketing Officer