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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.

Website

https://www.ebixcrm.com/

Contacts

SmartOfficesupport@Ebix.com

https://www.facebook.com/Ebix1

https://www.linkedin.com/company/ebix

https://twitter.com/EbixSmartOffice

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.
#Content Management
Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
#Account Aggregation
AIG
American International Group (AIG)
AIG provides a range of insurance products to support our clients in business and in life
#Retirement Planning #Annuities #Life Insurance
Asset-Map
Asset-Map
A visual communication tool for financial professionals to create a simple illustration of their clients complete financial landscape.
#Financial Planning #College Planning #Retirement Planning
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.
#Marketing
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.
#Communication Tools
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
#Content Management
etfile
etfile
etfile designs cutting-edge content management and workflow software suites that enable the paperless office.
#Document Management
ExamOne
ExamOne
ExamOne has provided a portfolio of services to the insurance industry since 1972, giving it a great deal of understanding about the needs of life, health and disability insurance providers and their customers.
#Education
EIS
Express Imaging
Express Imaging Services (EIS) provides advanced solutions in the requisition of medical records for life insurance and financial professionals.
#Technology
FCI
FCI
FCI protects private data, provides evidence of compliance of technical control requirements (FINRA, SEC, NAIC, NYDFS, etc.), and seamlessly delivers and remediates cyber compliance, tools and settings to endpoints.
#Security
FMeX
FMeX
FMeX offers a content library built exclusively for the financial services industry with a goal of helping financial professionals provide personalized communications in order to enhance client relationships and increase sales.
#Content Management #Marketing #Security
FMG Suite
FMG Suite
FMG Suite is dedicated to helping financial advisors build their businesses, expand their influence, and strengthen relationships with customers.
#Marketing #Communication Tools
Folio Investing
Folio Investing
Folio Investing is the brokerage designed specifically to help you maximize returns by providing you with the ability to create customized, well-diversified portfolios and manage them at a low cost.
#Broker-Dealer Platforms #Custodian #Rebalancing #Portfolio Management #Trading #Time Management
John Hancock
John Hancock
At John Hancock, our mission is making decisions easier and lives better for all our customers. But we are equally committed to making a positive impact on the communities where we live and work.
#Portfolio Management #Financial Planning #Retirement Planning #Life Insurance
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Risk Profiling #Portfolio Management #Investment Research #Retirement Planning #Portfolio Reporting #Tax Planning
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.
#Financial Planning #Account Aggregation #Analytics #Risk Profiling #Portfolio Management #Retirement Planning #Tax Planning
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.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
Portfolio Pathway
Portfolio Pathway
Portfolio Pathway is a robust wealth management platform that started from a cloud-based portfolio management system and have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more.
#Portfolio Reporting #Billing #Rebalancing #Trading #Tax Planning
PreciseFP
PreciseFP
PreciseFP is an automated engagement and onboarding platform that enables you to gather, store and securely distribute client information online
#Risk Profiling #Analytics #Compliance #Financial Planning #Document Management
Quik
Quik!
Quik! is a provider of forms automation and management solutions for companies looking to maximize efficiency and productivity.
#Content Management
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.
#Financial Planning #Account Aggregation #College Planning #Investment Research #Retirement Planning #Tax Planning
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.
#Risk Profiling #Analytics #Rebalancing #Portfolio Management #Trading #Proposal Generation
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.
#Broker-Dealer Platforms
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.
#Custodial Platforms
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
#Custodian #College Planning #Financial Planning #Portfolio Management #Trading #Investment Research #Retirement Planning
Voya Financial
Voya
Voya Financial, Inc., helps Americans plan, invest and protect their savings — to get ready to retire better.
#Retirement Planning #Broker-Dealer Platforms
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.
#Custodial Platforms #Rebalancing #Portfolio Management

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SmartOffice Ebix

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