SmartOffice Users Do It Better!

Client Success Stories

A History of Smartoffice Serving
the Wealth Management Industry

SmartOffice makes me a major league player. The differences between SmartOffice and other systems are enormous.

Steve Caldara - The Caldara Company
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SmartOffice helps me sleep better at night knowing that every piece of client history is at my fingertips.

Greg Patterson - Advisors Financial Group, Inc.
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SmartOffice makes it possible for me to deliver full-time results on a part-time schedule.

Harriet Hall - Mammini Company
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My clients – primarily professional athletes – demand personalized service. With SmartOffice, I can deliver top quality service and manage the diversity of products required to meet my clients’ constantly changing needs.

Scott Bye - SDB Sports Management
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SmartOffice makes it easy for us to stay in top of mind with every one of our clients.

Gary Schwartz - President & CEO, Madison Planning Group
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SmartOffice makes it easy to build stronger relationships by helping me keep track of my clients.

Richard C. Clouse, Jr. - Goldberg Clouse & Edgell, LLC
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A powerful system geared specifically for financial services professionals, SmartOffice will keep you organized, in touch, and on track—all to increase your production.

Frank Seneco - President, Seneco & Associates
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The ability to access all of our data and share it among ourselves using SmartOffice has been a godsend.

Alan Kaye - Alan Kaye Insurance Agency
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When it comes to financial services CRM, SmartOffice does it better than anyone else out there.

Hawley MacLean - MacLean Financial Group
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SmartOffice gave us the functionality we needed from a vendor we knew we could trust.

Marc Jacoby - President, J-Mar Associates Insurance Services
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