- Streamlined SEC compliance with audit trails
- Centralized client intelligence and interaction tracking
- Automated onboarding and task workflows at scale
Your trusted partner in smarter growth.
Overseeing complex portfolios. Complying with SEC standards. Delivering personalized attention. RIAs today face a growing list of responsibilities—and fragmented tools only add to the challenge. SmartOffice brings it all together in one intelligent, secure platform so you can focus more on clients and less on admin.
With SmartOffice, every client interaction, note, and document lives in one place. You can easily coordinate check-ins, prepare urgent market updates, and ensure no relationship falls through the cracks—all while maintaining compliance.
Powerful automation tools streamline your day-to-day with task tracking, reminders, and alerts tailored to your workflow. Real-time dashboards turn complexity into clarity. And with enterprise-grade security, you can trust that your client data is protected—backed by advanced encryption and comprehensive backup solutions.
Essential tools for modern RIAs.
Build detailed client profiles and track goals, milestones, and key relationship details—all in one place.
Integrations for you.
Our most popular extensions for RIAs.
Take the next step.
We believe you should be free to focus on genuine, meaningful connections with your clients. With SmartOffice, you can unify your practice, streamline operations, and guide clients more effectively toward their financial objectives.