SmartInvestments - Introduction

The SmartInvestments module provides investment advisors, agents and broker-dealers with consolidated reports, a system to track clients' investments and the ability to let clients view the status of their investments online. The module also monitors and calculates asset allocations and performance measurements.

Watch the Training Class: Introduction to SmartInvestments

Investment advisors, agents and broker-dealers can use SmartInvestments to track stocks, bonds, mutual funds, variable annuities, cash, UITs, DPPs, bank accounts, real estate, personal property, notes receivable and liabilities for an unlimited number of accounts. Each account can contain an unlimited number of positions. Accounts and positions can be viewed globally, individually, by household, by advisor or by product. In addition, the module stores pertinent data about all securities, including price history.

Advisors can create consolidated client investment reports in a variety of easy-to-understand formats. These reports can contain preset data for any combination of accounts, policies or investments for one client or the entire household, and can be sorted by the holding type, asset class, account number, account type, how held or owner.

For information about purchasing a SmartInvestments license, call SmartOffice Sales at (800\) 777-9188\. Select a topic below for more information:

• Setup
• Working with Investment Accounts
• Working with Investment Positions
• Working with Investment Securities
• Asset Allocation
• Performance Calculations
• Investment Validation
• Investment Alerts
• Reports