Fintech Integration Marketplace

Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.

SmartOffice | Ebix

After more than three decades of empowering advisors to excel in all aspects of their professions, SmartOffice remains the most comprehensive solution for running an advisory business. From contact and calendar management to powerful reporting and and investment tracking, SmartOffice helps you grow your book of business and maintain stellar client relationships.

SmartOffice Ebix

CRM

  • Contact Management
  • Calendar Management
  • Dynamic Reports
  • Policy & Investment Tracking
  • Opportunity Tracking
  • Data Security and Compliance
SmartOffice Ebix

Companies that integrate with SmartOffice

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

ActiFi
ActiFi
ActiFi™ is a software and solutions company that creates scalable business execution programs for the financial services industry.
Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
AIG
American International Group (AIG)
AIG provides a range of insurance products to support our clients in business and in life
Asset-Map
Asset-Map
A visual communication tool for financial professionals to create a simple illustration of their clients complete financial landscape.
Constant Contact
Constant Contact
Constant Contact provides hundreds of thousands of small businesses around the world with the online marketing tools, resources, and personalized coaching they need to grow their business.
Copytalk
Copytalk
Copytalk is a leading transcription service engineered to meet the financial-service industry’s uniquely rigorous standards of accuracy, privacy, and efficiency in the recording of dictated client-meeting notes and the preparation & delivery of transcriptions.
e-Relationship
e-Relationship
e-Relationship is a leading provider of technology-driven email communication tools for clients and prospects of banks, insurance companies and financial services companies
NaviPlan by Advicent
NaviPlan | Advicent
From simple goal-based assessments to advanced retirement income scenarios and estate planning, NaviPlan equips financial professionals with the ability to best serve any client who walks through their door.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
RightCapital
RightCapital
RightCapital's innovative financial planning solution allows financial advisors to: • Differentiate their value for more clients. • Create a simple plan in as little as 10 minutes. • Empower themselves to evolve with planning needs.
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
Securities America
Securities America
Fee-based financial advisor firm Securities America Advisors serves more than 155,000 clients, with nearly 2,000 advisors who manage almost $22 billion in assets under management.
SEI
SEI Wealth Platform
The SEI Wealth Platform is an end-to-end solution that enables your firm to provide a comprehensive, modern and fully integrated advisor and client experience that supports front-, middle-, and back-office services all within a single infrastructure.
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
Voya Financial
Voya
Voya Financial, Inc., helps Americans plan, invest and protect their savings — to get ready to retire better.
Fidelity
Wealthscape | Fidelity
Wealthscape is developed in close collaboration with Fidelity's clearing and custody clients. It serves as a gateway to connect firms to new Fidelity tools and third-party solutions, including eMoney Advisor's wealth planning software.

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