Last updated: 2025-12-02

SmartView for Clients - Introduction

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The link for this help topic is:

With SmartView for Clients, an advisor can provide clients with secure

online access to information about their investments and insurance policies.

Watch related training movies:

Clients can sign in around the clock from any location to track their

financial information, view and upload documents, manage their contact

information and communicate with their advisor. SmartView for Clients

also offers detailed portfolio summaries that enable users to drill down

from the account level to view individual holdings and transactions.

SmartView for Clients pulls select information from SmartOffice and

displays it in a clean, easy-to-navigate format. The advisor can customize

the site with a logo, photo and messaging. The following image shows how

SmartView for Clients looks to the client.

SmartView for Clients is an add-on module for SmartOffice. For licensing

and pricing information, contact SmartOffice Sales at (800) 777-9188.

This documentation describes now to set up SmartView for Clients and

how to provide clients with access to the site.

Click a topic below for more information:

[User

Account](/help/pro/create/a/smartview/for/clients/user/account)s

[Specifying

What Clients Can See](/help/pro/smartview/for/clients/-/specifying/what/clients/can/see)