SMN Financial Technology

At SMN, we continue to automate time-consuming processes for advisors and financial professionals, such as account opening and management, document imaging, transaction execution, and account rebalancing, all to improve advisor efficiency and accuracy.

ClientWorks: SMN's Business Platform

ClientWorks is SMN’s integrated advisor platform that serves as the heart of your day-to-day functions. We built ClientWorks with a financial professional’s workflow in mind, and we designed it to reduce the time spent on routine tasks.

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Client Account Solution

SMN Account View gives transparent insight into your clients’ financial account information from one central location, allowing you and your clients to view portfolio values, account balances, deposits and withdrawals, and investment returns, any time from any device.

Benefits to you and your clients:

24/7 secure, online access via web portal or mobile app
An easy-to-use interface with a less than 5 minute enrollment time
Integrations with Client Goals & WealthVision
Your practice may see a reduction in calls for simple data requests

SMN Advisor Paths

As an advisor, growing your financial practice means having a continuous commitment to learning and evolving. Read through actionable strategies and insights you can use to efficiently run your business, as well as the latest news and updates from SMN Financial.