SmartOffice
for Broker-Dealers

The Better Way to Support and Supervise Your Sales Force

• Maintain comprehensive oversight over rep activities and gain valuable insights into revenues and assets under management
• Manage leads and sales opportunities to identify prospects, gauge potential revenue and measure rep performance
• Manage a library of product informaton and approved marketing materials for distribution to branch offices
• Empower offices of supervisory jurisdiction (OSJs) make sure reps stay on the right side of legal and regulatory requirements