Client Management
SmartStation’s intuitive features and integrated reporting make client management simpler than you may have ever imagined. And because users spend less time with operational issues, they are free to focus on expanding client relationships and meeting investors’ needs. From one location, SmartStation allows advisors to:
- Identify opportunities with alerts that can show movement of money or markets.
- Generate custom proposals for clients or prospects.
- Build call lists quickly with client and account information that passes seamlessly from application to application.
- View and update detailed client and prospect profiles.
- Stay in touch with clients via seamless mail merges.
- Communicate with team members and manage schedules, tasks and appointments using an integrated calendar feature
- Automate common brokerage transactions, tasks and requests, such as IRA distributions and wire requests
- Generate and print a new account client package completed and ready for clients’ signatures.