Client
Data System (CDS), is a Windows-based solution for practice
management, has been helping top producers build client trust
for more than two decades.
In 2006, we introduced an even more powerful solution, taking
the most valuable functionality in CDS and adding to it the
benefits of anywhere, anytime data access via the web, as well
as integration and online downloads with the products and services
you need to grow your business.
That solution is SmartOffice.
Today, more than 100,000 advisors use SmartOffice to deliver
highly personalized, high-touch client service that makes a
difference. Move to the web-based SmartOffice to take advantage
of these valuable benefits:
- 24/7 access to your data from anywhere
- Extremely user friendly
- Clean look and feel with intuitive navigation
- Easy to use, integrated calendar
- No need for synchronization or backups
- Increased security and reliability
- Valuable Dynamic Reports right on the home page
- Photo placement for every contact (direct conversion from
CDS 6.1)
- Ability to search client records by note type
- Reporting in both Crystal and PDF
- Customizable home page portals
- Extensive and growing list of available integrations
- Extensive online library of training movies
- Free online training webinars
- Continually updated online help system
- Simple ‘by history’ navigation to return to
prior workflow
- Industry standard account-based investments
- Stronger pending case management features
- Downloads from dozens of carriers
- Choice of service provider integrations
- Direct inforce policy feeds
- Dedicated E-Z Data customer care representative
|
