Launcher Plan

File Management System

We lay the foundation for efficiencies by implementing best practices for client file tree structure, file naming, and basic business folder set- up.

Training Videos

After implementation, we'll provide easy to follow how-to guides that walk you through the features and how to use them.

Client Service Model Template

We set you up to provide clear and impactful value to your clients with a client service model template that establishes your meeting cadence, your newsletter content, and the services you provide to all clients.

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We'll structure your email for efficiency and growth by creating a support email complete with email signatures, logos, Calendly links, and basic client communication email templates. 

Your clients will find scheduling a breeze when we maximize the power of Calendly by creating automations, follow-ups, and more. 

With this simple Customer Relationship Management (CRM) tool for financial advisors, we'll create tags, custom fields, report templates, task templates, notes templates, and workflows for easy client tracking and onboarding. 

We'll reduce friction for your clients at all touch points including customizing a client agreement template for you with your logo, welcome page, and instructions to send to clients to review and sign.

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Designed to promote interaction and collaborations between advisors and clients in real time, we'll set up your choice of financial planning tools to create task templates, logo integration, link creation, and file tree sharing for you. 

Imagine compliance with less confusion with the all-in-one archiving solution for email, website, and social media, built for financial advisors.  We'll set it so you can forget it!

We'll set you up for successful compliance management by ensuring that your Smartria tasks correctly reflect your specific regulatory requirements.  We'll also be sure your settings and cadence are tailored to newly launched firms.