![](http://smsflite.com.au/wp-content/uploads/2017/06/Client-Communication-e1499529400257.jpg)
![Icons-14](http://www.smsflite.com.au/wp-content/uploads/2017/06/Icons-14.png)
Client communication made easy
SMSF Lite allows you to view all your clients within purpose built screens, allowing those which require attention, to be identified at a glance.
Whether death benefit nominations are due for review or member insurance isn’t held within a fund, SMSF Lite provides the ability to add comments against individual clients and assign follow-up dates throughout the system, to assist you in managing these tasks.
In addition, client emails or text messaging can be pre-configured to support a range of client communication, such as the requirement to review and sign year-end documents or provide missing documentation in support of a transaction.
Regardless of the activity, SMSF Lite enables you and your clients to manage these requests using a consistent and consolidated communications framework.
Whether death benefit nominations are due for review or member insurance isn’t held within a fund, SMSF Lite provides the ability to add comments against individual clients and assign follow-up dates throughout the system, to assist you in managing these tasks.
In addition, client emails or text messaging can be pre-configured to support a range of client communication, such as the requirement to review and sign year-end documents or provide missing documentation in support of a transaction.
Regardless of the activity, SMSF Lite enables you and your clients to manage these requests using a consistent and consolidated communications framework.