Faster Service, Part 1: Single Sign-On + Complete Integration
Log in once to SmartWorks and you have complete access to all its integrated features, including third-party applications. And you can spare yourself typing and retyping client data as you switch from tool to tool, as relevant information flows seamlessly throughout SmartWorks, pre-populating forms and form fields for easier workflow. So the next time a client calls with a quick question about their portfolio, you can just as quickly provide an answer.

Faster Service, Part 2: Virtually Everything Is Virtual
From paperless-office imaging and document storage capabilities, online account opening, automatic forms completion, and online trade review, you'll find that with SmartWorks, many of your day-to-day tasks are simplified for faster client service.

Robust Fee-Based Advisory Platform
Give your clients the deeper relationship they are looking for from you by offering advisory services. SmartWorks makes it easier with its all-inclusive suite of tools that lets you closely manage all aspects of a portfolio yourself, or take advantage of turnkey programs providing active management.

Brokerage and Advisory Online Account Opening
Open accounts quickly and with less chance of error by flowing client data into the required forms and systems, and get an account number instantly so you can start trading right away.

Easier Client Data Access
Conveniently electronically import your current client relationship management (CRM) data into SmartWorks. Then effortlessly pull up client contact and account information; view transaction histories; group family members into households for easier tracking, analyses and performance reporting; open accounts; and even create and track calendar events and take meeting notes. A powerful search engine allows you to sort, view and download information using numerous parameters and export it to a variety of formats.

Client-Ready Analyses and Performance Reporting
SmartWorks' tight integration with MoneyGuide Suite makes it easy to take advantage of its asset allocation, client suitability and financial planning reports to make it easier for your clients to understand the value of your recommendations. Additionally, you can create impressive full-color, client-ready portfolio reviews in minutes, and run a series of analyses in the included Morningstar® reporting tools: Portfolio Snapshot™, Investment Detail™, and Stock Intersection^SM. Morningstar® Advisor Workstation^SM subscribers can easily pull in data from SmartWorks to perform additional analyses.

VA Comparison Tool
Make finding the right variable annuity for your clients a snap. The Detailed Annuity Intelligence Reports provide the specifics on each annuity, while the side-by-side contract comparison view lets you narrow down the optimum choices for your clients. You can also search for annuities by base contract expense, minimum premium and guaranteed minimum benefit.

Customizable Alerts
With seamless client data sharing with NetExchange Pro, SmartWorks not only gives you access to all of its trading, market and account information, and research capabilities, but it also notifies you of market changes affecting your clients with customizable alerts you can have sent to your e-mail or mobile device.

Easier Access to Information
It's almost daunting to consider the amount of information available within the Broker-Dealer Center in SmartWorks, but it's easy to find what you need within its convenient layout or through its powerful search engine. It puts a wealth of research, education, and client-focused tools at your disposal, such as internal and third-party commentaries that help you separate the real investment news from the media noise, and the Monthly Market Monitor and Quarterly Recap that can be downloaded and used with your clients. You'll also find quality, objective research on the markets, fund families, equity triads and more, all designed to help you offer your clients the best possible advice.

24/7 Anywhere Access
It may be a mixed blessing—especially when you're on vacation*—but SmartWorks lets you take your whole office with you wherever you go. As long as you have a computer with Internet access, you can quickly and securely open accounts, place trades, create client-ready reports, research a security, or take advantage of a subscription to the SmartWorks imaging solution to track down a three-year-old file.

*Supplemental User Access
Of course, if your vacation plans beckon, or to simply streamline workflow in your office, SmartWorks lets you grant your administrative assistant or other representatives in your practice access to client data, specific applications and/or your calendar.