Integration Partners

SmartOffice integrates with the applications and data providers that financial services professionals rely on most—nearly 100 in all. Enhance your workflows by connecting to vital apps and services covering investment data downloads, inforce and pending policy downloads, forms, financial planning, marketing, document storage, productivity, and much more.

If you are a current SmartOffice user and have questions about specific integrations,click here.

If you are not a SmartOffice user and would like more information,click here.

All Partners

ActiFi

ActiFi helps financial advisors and institutions that serve advisors build highly successful businesses.

Click here to learn more
Adar

Adar’s award-winning cloud-based network solution allows peace of mind by providing a highly secure, compliant, and scalable network. Access your workspace anywhere, backed by world-class 24x7 support, at a simple fixed per-user, per-month cost.

Click here to learn more
Advicent (Profiles)

Save time creating financial plans for clients by exporting client data from SmartOffice into Advicent's Profiles application.

Click here to learn more
AdvisoryWorld

Export investment account and position data from SmartOffice into AdvisoryWorld's SCANalytics application to speed up portfolio and investment analysis, proposal generation, hypothetical illustrations, financial planning and more.

Click here to learn more
AIG

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from American General (AIG). American General also delivers electronic commission data to SmartOffice for reconciliation.

Click here to learn more
Albridge

SmartOffice users can automatically import client account and position data from Albridge's data service. In addition, users can seamlessly navigate between Albridge Wealth Reporting and SmartOffice to access client data in both applications.

Click here to learn more
American National (ANICO)

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from American National.

Click here to learn more
AnnuityNet

SmartOffice's integration with Ebix's AnnuityNet order-entry platform for annuity transactions is an end-to-end solution for electronically capturing, processing and tracking annuity business.

Click here to learn more
APPS

SmartOffice's integration with APPS enables agencies to electronically request paramedical services directly from SmartOffice pending cases.

Click here to learn more
Aqumulate

Keep your clients' investment information current in SmartOffice with automated downloads of security, price, account and position data from Aqumulate.

Click here to learn more
Asset-Map

With the Asset-Map integration, you can quickly push your clients’ data from SmartOffice into Asset-Map's financial visualization tool.

Click here to learn more
Athene

Manage insurance business more efficiently in SmartOffice with electronic inforce and pending case status updates from Athene. Athene also delivers electronic commission data to SmartOffice for reconciliation.

Click here to learn more
AXA/MONY

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from AXA.

Click here to learn more
Axos Advisor Services

Axos Advisor Services is an RIA custodian and technology platform that supports independent financial advisors with flexible technology, personalized service, and experienced business consulting to help them succeed.

Click here to learn more
Banner (Legal & General)

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Banner.

Click here to learn more
Broadridge

Keep your clients' investment information current in SmartOffice with automated downloads of account and position data from Broadridge.

Click here to learn more
Charles Schwab

Keep your clients' investment information current in SmartOffice with automated downloads of account and position data from Charles Schwab.

Click here to learn more
Constant Contact

Export contacts from SmartOffice into Constant Contact's e-mail marketing platform to create effective campaigns quickly, and track campaign results in SmartOffice.

Click here to learn more
Copytalk

Dictate notes by voice using Copytalk's secure transcription service and have those notes appear automatically as notes in SmartOffice.

Click here to learn more
DAZL

Keep your clients' investment information current in SmartOffice with downloads of account and position data from DAZL.

Click here to learn more
Docupace

Access documents stored in Docupace directly from SmartOffice, and speed up client onboarding by pushing contact data from SmartOffice into Docupace forms.

Click here to learn more
DST FAN Mail

Keep your clients' investment information current in SmartOffice with automated downloads of account, position and transaction data from DST FAN Mail.

Click here to learn more
DTCC

Depository Trust & Clearing Corporation (DTCC) delivers the most complete electronic inforce policy updates available.

Click here to learn more
e-Relationship

Import contact data from SmartOffice into e-Relationship's e-marketing platform to quickly create effective campaigns targeting clients and prospects.

Click here to learn more
eMoney

SmartOffice users can save time creating financial plans for their clients by importing contact, policy and investment data from SmartOffice directly into eMoney's emX financial planning tool.

Click here to learn more
Employee Pooling

INNOVATIVE BUSINESS PROCESSING SOLUTIONS - Designed to simplify your workflow, boost productivity, and drive revenue.

Click here to learn more
EMSI

SmartOffice's integration with EMSI enables agencies to electronically request paramedical services directly from SmartOffice pending cases.

Click here to learn more
etfile

Launch the etfile document management service directly from SmartOffice contacts and cases.

Click here to learn more
ExamOne

SmartOffice's integration with ExamOne enables agencies to electronically request paramedical services directly from SmartOffice pending cases.

Click here to learn more
Express Imaging

SmartOffice's integration with Express Imaging enables agencies to electronically request paramedical services directly from SmartOffice pending cases.

Click here to learn more
FCI (formerly Financial Computer)

FCI provides SmartOffice customers with MS Exchange contact/calendar sync and automated e-mail posting.

Click here to learn more
Financial Media Exchange (FMeX)

Import SmartOffice contacts into the FMeX advisor marketing platform to quickly create professional campaigns using prewritten, personalized, compliance-ready content.

Click here to learn more
FMG Suite

Sync contacts and sets from SmartOffice to FMG Suite to create easy, effective e-mail marketing campaigns. Automatically import leads from your FMG Suite advisor website into SmartOffice.

Click here to learn more
FOLIOfn

Keep your clients' investment information current in SmartOffice with automated downloads of account, position and transaction data from FOLIOfn.

Click here to learn more
Fusion Elements

Integrate SmartOffice into the Fusion Elements open-architecture asset management platform.

Click here to learn more
Genworth (LTC)

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Genworth.

Click here to learn more
InsurTech Express

InsurTech Express is the principal resource that brings the life insurance and annuity community together in one easy-to-access, secure online location for information on insurtech.

Click here to learn more
iPad

Get direct access to SmartOffice contacts, calendar activities, reports, opportunities, policies, investments and other data using SmartOffice Anywhere on your iPad.

Click here to learn more
iPhone

Get direct access to SmartOffice contacts, calendar activities, reports, opportunities, policies, investments and other data using SmartOffice Anywhere on your iPhone.

Click here to learn more
IXN Tech

Push client demographic, insurance, and investment data from SmartOffice into Asset-Map's visualization tool to create a graphical overview of a household's finances.

Click here to learn more
Jetstream APS

SmartOffice's integration with Jetstream APS enables agencies to electronically request attending physician statements directly from SmartOffice pending cases.

Click here to learn more
John Hancock

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from John Hancock.

Click here to learn more
Laser App

Save time and reduce errors by automatically filling forms in Laser App using contact data from SmartOffice.

Click here to learn more
Laserfiche

Launch the Laserfiche document management service directly from SmartOffice contacts.

Click here to learn more
LifeSpeed

SmartOffice's integration with Ebix's LifeSpeed allows users to initiate electronic life insurance applications for straight-through processing of life business.

Click here to learn more
Lincoln Financial (Life)

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Lincoln Financial.

Click here to learn more
Link by LegacyShield

The SmartOffice integration with Link gives advisors the power to communicate and share data with clients and their beneficiaries in a completely compliant way.

Click here to learn more
LPL Branchnet

Keep your clients' investment information current in SmartOffice with downloads of account, position and transaction data from LPL Branchnet.

Click here to learn more
MarketingPro

Export contacts from SmartOffice into MarketingPro's turn-key advisor e-marketing platform to quickly generate professional, fully automated campaigns.

Click here to learn more
MassMutual

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from MassMutual (MML).

Click here to learn more
MetLife

Manage insurance business more efficiently in SmartOffice with electronic inforce and pending case status updates from MetLife.

Click here to learn more
Mobile Assistant

Dictate notes by voice using Mobile Assistant's secure transcription service and have those notes appear automatically as notes in SmartOffice.

Click here to learn more
MoneyGuidePro

SmartOffice users can save time creating financial plans for their clients by importing contact, policy and investment data from SmartOffice directly into MoneyGuidePro.

Click here to learn more
Morningstar

Automatically import investment account and position data from Morningstar into SmartOffice, and export investment account and position data from SmartOffice into Morningstar Advisor Workstation.

Click here to learn more
Mutual of Omaha

Automatically import pending case updates and commission data directly from Mutual of Omaha into SmartOffice.

Click here to learn more
MyRepChat

Advisors can communicate with their clients via text and remain fully compliant using SmartOffice's integration with MyRepChat.

Click here to learn more
Nationwide

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Nationwide. Nationwide also delivers electronic commission data to SmartOffice for reconciliation.

Click here to learn more
NIPR (NAIC)

Keep advisor licensing data up to date electronically using SmartOffice's integration with the NAIC's National Insurance Producer Registry (NIPR).

Click here to learn more
North American (Life & Annuity)

Automatically import pending case updates directly from North American into SmartOffice.

Click here to learn more
Orion Advisor Services

SmartOffice users can automatically import client investment accounts and positions directly from Orion. In addition, SmartOffice users can access Orion's web-based advisor platform without having to sign in to Orion.

Click here to learn more
Pacific Life

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Pacific Life.

Click here to learn more
Paperclip

Access Paperclip document folders directly from SmartOffice. Automatically create SmartOffice pending cases from scanned handwritten forms using Paperclip Mojo.

Click here to learn more
Paperless Solutions Group

Our integration with Paperless Solutions Group (PSG) allows SmartOffice users to fill out life insurance applications automatically and accurately.

Click here to learn more
Pershing

Keep your clients' investment information current in SmartOffice with automated downloads of account, position and transaction data from Pershing.

Click here to learn more
PlanFacts by Impact

Advisors can create cases in Impact's PlanFacts financial planning solution directly from SmartOffice contact records.

Click here to learn more
Portfolio Pathway

Navigate seamlessly from SmartOffice to the Portfolio Pathway portfolio management application with a single login.

Click here to learn more
PreciseFP

Synchronize SmartOffce contact data with PreciseFP's online client questionnaire application.

Click here to learn more
Principal

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Principal.

Click here to learn more
Pro Scan Partners

SmartOffice's integration with Pro Scan Partners enables agencies to electronically request attending physician statements directly from SmartOffice pending cases.

Click here to learn more
Protective

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Protective. Protective also delivers electronic commission data to SmartOffice for reconciliation.

Click here to learn more
Prudential

Automatically import pending case and commission data directly from Prudential into SmartOffice.

Click here to learn more
Quik! Forms

Export contact data from SmartOffice to Quik! Forms to make form-filling quicker, easier and more accurate.

Click here to learn more
ReadyDoc

Access documents stored in ReadyDoc directly from SmartOffice and import/scan documents into ReadyDoc from SmartOffice.

Click here to learn more
RightBridge

Synchronize SmartOffice contacts with CapitalRock's RightBridge needs analysis and opportunity identification tool.

Click here to learn more
RightCapital

Create financial plans quickly in RightCapital by exporting household member information from SmartOffice.

Click here to learn more
Riskalyze

Export a client's portfolio from SmartOffice into Riskalyze to get the portfolio's Risk Number, and display the number in the client's SmartOffice contact record.

Click here to learn more
Rydex

Keep your clients' investment information current in SmartOffice with downloads of account, position and transaction data from Rydex.

Click here to learn more
SBLI

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from SBLI.

Click here to learn more
Securian / Minnesota Life

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Securian / Minnesota Life.

Click here to learn more
Securities America

Keep your clients' investment information current in SmartOffice with automated downloads of account and position data from Securities America.

Click here to learn more
SEI

Keep your clients' investment information current in SmartOffice with downloads of account, position and transaction data from SEI.

Click here to learn more
Superior Mobile Medics

SmartOffice's integration with Superior Mobile Medics enables agencies to electronically request paramedical services directly from SmartOffice pending cases.

Click here to learn more
Tandem Head

We are a technology consulting firm that specializes in providing financial services organizations common sense practice management solutions.

Click here to learn more
TD Ameritrade

Keep your clients' investment information current in SmartOffice with automated downloads of account, position and transaction data from TD Ameritrade.

Click here to learn more
Transamerica

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Transamerica. Transamerica also delivers electronic commission data to SmartOffice for reconciliation.

Click here to learn more
VitalForms

SmartOffice integrates with Ebix's VitalForms life underwriting forms retrieval solution.

Click here to learn more
VitalSales Suite

Quickly generate term life and LTC product comparisons as well as insurance carrier performance reports by launching Ebix's VitalSales Suite directly from SmartOffice.

Click here to learn more
Voya

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Voya.

Click here to learn more
Walnut Street Securities

Keep your clients' investment information current in SmartOffice with downloads of account, position and transaction data from Walnut Street Securities.

Click here to learn more
Wealthscape

SmartOffice's integration with Fidelity Clearing & Custody Solutions' Wealthscape allows advisors to prefill new-account forms with SmartOffice data, import client accounts and positions, and navigate from SmartOffice to Wealthscape with one login.

Click here to learn more
West Coast Life

See Protective Life.

Click here to learn more
William Penn

See Banner (Legal & General).

Click here to learn more
WinFlex

Leverage the power of SmartOffice and WinFlex to increase life insurance sales. Our integration allows users to start illustrations in WinFlex directly from SmartOffice.

Click here to learn more
Zoom

Track Zoom meetings in SmartOffice and save meeting transcripts to the client record (paid Zoom accounts only).

Click here to learn more
Zurich Life

Manage insurance business more efficiently in SmartOffice with electronic inforce and pending case status updates from Zurich Life. Zurich Life also delivers electronic commission data to SmartOffice for reconciliation.

Click here to learn more

Service Providers

APPS

SmartOffice's integration with APPS enables agencies to electronically request paramedical services directly from SmartOffice pending cases.

Click here to learn more
EMSI

SmartOffice's integration with EMSI enables agencies to electronically request paramedical services directly from SmartOffice pending cases.

Click here to learn more
ExamOne

SmartOffice's integration with ExamOne enables agencies to electronically request paramedical services directly from SmartOffice pending cases.

Click here to learn more
Express Imaging

SmartOffice's integration with Express Imaging enables agencies to electronically request paramedical services directly from SmartOffice pending cases.

Click here to learn more
Jetstream APS

SmartOffice's integration with Jetstream APS enables agencies to electronically request attending physician statements directly from SmartOffice pending cases.

Click here to learn more
Pro Scan Partners

SmartOffice's integration with Pro Scan Partners enables agencies to electronically request attending physician statements directly from SmartOffice pending cases.

Click here to learn more
Superior Mobile Medics

SmartOffice's integration with Superior Mobile Medics enables agencies to electronically request paramedical services directly from SmartOffice pending cases.

Click here to learn more
Zoom

Track Zoom meetings in SmartOffice and save meeting transcripts to the client record (paid Zoom accounts only).

Click here to learn more

Investment Data

Albridge

SmartOffice users can automatically import client account and position data from Albridge's data service. In addition, users can seamlessly navigate between Albridge Wealth Reporting and SmartOffice to access client data in both applications.

Click here to learn more
Aqumulate

Keep your clients' investment information current in SmartOffice with automated downloads of security, price, account and position data from Aqumulate.

Click here to learn more
Axos Advisor Services

Axos Advisor Services is an RIA custodian and technology platform that supports independent financial advisors with flexible technology, personalized service, and experienced business consulting to help them succeed.

Click here to learn more
Broadridge

Keep your clients' investment information current in SmartOffice with automated downloads of account and position data from Broadridge.

Click here to learn more
Charles Schwab

Keep your clients' investment information current in SmartOffice with automated downloads of account and position data from Charles Schwab.

Click here to learn more
DAZL

Keep your clients' investment information current in SmartOffice with downloads of account and position data from DAZL.

Click here to learn more
DST FAN Mail

Keep your clients' investment information current in SmartOffice with automated downloads of account, position and transaction data from DST FAN Mail.

Click here to learn more
FOLIOfn

Keep your clients' investment information current in SmartOffice with automated downloads of account, position and transaction data from FOLIOfn.

Click here to learn more
LPL Branchnet

Keep your clients' investment information current in SmartOffice with downloads of account, position and transaction data from LPL Branchnet.

Click here to learn more
Pershing

Keep your clients' investment information current in SmartOffice with automated downloads of account, position and transaction data from Pershing.

Click here to learn more
Rydex

Keep your clients' investment information current in SmartOffice with downloads of account, position and transaction data from Rydex.

Click here to learn more
Securities America

Keep your clients' investment information current in SmartOffice with automated downloads of account and position data from Securities America.

Click here to learn more
SEI

Keep your clients' investment information current in SmartOffice with downloads of account, position and transaction data from SEI.

Click here to learn more
TD Ameritrade

Keep your clients' investment information current in SmartOffice with automated downloads of account, position and transaction data from TD Ameritrade.

Click here to learn more
Walnut Street Securities

Keep your clients' investment information current in SmartOffice with downloads of account, position and transaction data from Walnut Street Securities.

Click here to learn more
Wealthscape

SmartOffice's integration with Fidelity Clearing & Custody Solutions' Wealthscape allows advisors to prefill new-account forms with SmartOffice data, import client accounts and positions, and navigate from SmartOffice to Wealthscape with one login.

Click here to learn more

Insurance Data

AIG

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from American General (AIG). American General also delivers electronic commission data to SmartOffice for reconciliation.

Click here to learn more
American National (ANICO)

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from American National.

Click here to learn more
AnnuityNet

SmartOffice's integration with Ebix's AnnuityNet order-entry platform for annuity transactions is an end-to-end solution for electronically capturing, processing and tracking annuity business.

Click here to learn more
Athene

Manage insurance business more efficiently in SmartOffice with electronic inforce and pending case status updates from Athene. Athene also delivers electronic commission data to SmartOffice for reconciliation.

Click here to learn more
AXA/MONY

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from AXA.

Click here to learn more
Banner (Legal & General)

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Banner.

Click here to learn more
DTCC

Depository Trust & Clearing Corporation (DTCC) delivers the most complete electronic inforce policy updates available.

Click here to learn more
Genworth (LTC)

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Genworth.

Click here to learn more
John Hancock

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from John Hancock.

Click here to learn more
LifeSpeed

SmartOffice's integration with Ebix's LifeSpeed allows users to initiate electronic life insurance applications for straight-through processing of life business.

Click here to learn more
Lincoln Financial (Life)

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Lincoln Financial.

Click here to learn more
MassMutual

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from MassMutual (MML).

Click here to learn more
MetLife

Manage insurance business more efficiently in SmartOffice with electronic inforce and pending case status updates from MetLife.

Click here to learn more
Mutual of Omaha

Automatically import pending case updates and commission data directly from Mutual of Omaha into SmartOffice.

Click here to learn more
Nationwide

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Nationwide. Nationwide also delivers electronic commission data to SmartOffice for reconciliation.

Click here to learn more
North American (Life & Annuity)

Automatically import pending case updates directly from North American into SmartOffice.

Click here to learn more
Pacific Life

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Pacific Life.

Click here to learn more
Principal

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Principal.

Click here to learn more
Protective

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Protective. Protective also delivers electronic commission data to SmartOffice for reconciliation.

Click here to learn more
Prudential

Automatically import pending case and commission data directly from Prudential into SmartOffice.

Click here to learn more
SBLI

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from SBLI.

Click here to learn more
Securian / Minnesota Life

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Securian / Minnesota Life.

Click here to learn more
Transamerica

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Transamerica. Transamerica also delivers electronic commission data to SmartOffice for reconciliation.

Click here to learn more
VitalSales Suite

Quickly generate term life and LTC product comparisons as well as insurance carrier performance reports by launching Ebix's VitalSales Suite directly from SmartOffice.

Click here to learn more
Voya

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Voya.

Click here to learn more
West Coast Life

See Protective Life.

Click here to learn more
William Penn

See Banner (Legal & General).

Click here to learn more
WinFlex

Leverage the power of SmartOffice and WinFlex to increase life insurance sales. Our integration allows users to start illustrations in WinFlex directly from SmartOffice.

Click here to learn more
Zurich Life

Manage insurance business more efficiently in SmartOffice with electronic inforce and pending case status updates from Zurich Life. Zurich Life also delivers electronic commission data to SmartOffice for reconciliation.

Click here to learn more

Financial Planning / Analytics

Advicent (Profiles)

Save time creating financial plans for clients by exporting client data from SmartOffice into Advicent's Profiles application.

Click here to learn more
AdvisoryWorld

Export investment account and position data from SmartOffice into AdvisoryWorld's SCANalytics application to speed up portfolio and investment analysis, proposal generation, hypothetical illustrations, financial planning and more.

Click here to learn more
Asset-Map

With the Asset-Map integration, you can quickly push your clients’ data from SmartOffice into Asset-Map's financial visualization tool.

Click here to learn more
eMoney

SmartOffice users can save time creating financial plans for their clients by importing contact, policy and investment data from SmartOffice directly into eMoney's emX financial planning tool.

Click here to learn more
IXN Tech

Push client demographic, insurance, and investment data from SmartOffice into Asset-Map's visualization tool to create a graphical overview of a household's finances.

Click here to learn more
MoneyGuidePro

SmartOffice users can save time creating financial plans for their clients by importing contact, policy and investment data from SmartOffice directly into MoneyGuidePro.

Click here to learn more
Morningstar

Automatically import investment account and position data from Morningstar into SmartOffice, and export investment account and position data from SmartOffice into Morningstar Advisor Workstation.

Click here to learn more
PlanFacts by Impact

Advisors can create cases in Impact's PlanFacts financial planning solution directly from SmartOffice contact records.

Click here to learn more
RightBridge

Synchronize SmartOffice contacts with CapitalRock's RightBridge needs analysis and opportunity identification tool.

Click here to learn more
RightCapital

Create financial plans quickly in RightCapital by exporting household member information from SmartOffice.

Click here to learn more
Riskalyze

Export a client's portfolio from SmartOffice into Riskalyze to get the portfolio's Risk Number, and display the number in the client's SmartOffice contact record.

Click here to learn more

Relationships / Marketing

Constant Contact

Export contacts from SmartOffice into Constant Contact's e-mail marketing platform to create effective campaigns quickly, and track campaign results in SmartOffice.

Click here to learn more
e-Relationship

Import contact data from SmartOffice into e-Relationship's e-marketing platform to quickly create effective campaigns targeting clients and prospects.

Click here to learn more
Financial Media Exchange (FMeX)

Import SmartOffice contacts into the FMeX advisor marketing platform to quickly create professional campaigns using prewritten, personalized, compliance-ready content.

Click here to learn more
FMG Suite

Sync contacts and sets from SmartOffice to FMG Suite to create easy, effective e-mail marketing campaigns. Automatically import leads from your FMG Suite advisor website into SmartOffice.

Click here to learn more
Link by LegacyShield

The SmartOffice integration with Link gives advisors the power to communicate and share data with clients and their beneficiaries in a completely compliant way.

Click here to learn more
MarketingPro

Export contacts from SmartOffice into MarketingPro's turn-key advisor e-marketing platform to quickly generate professional, fully automated campaigns.

Click here to learn more
PreciseFP

Synchronize SmartOffce contact data with PreciseFP's online client questionnaire application.

Click here to learn more

Forms

Laser App

Save time and reduce errors by automatically filling forms in Laser App using contact data from SmartOffice.

Click here to learn more
Paperless Solutions Group

Our integration with Paperless Solutions Group (PSG) allows SmartOffice users to fill out life insurance applications automatically and accurately.

Click here to learn more
Quik! Forms

Export contact data from SmartOffice to Quik! Forms to make form-filling quicker, easier and more accurate.

Click here to learn more
VitalForms

SmartOffice integrates with Ebix's VitalForms life underwriting forms retrieval solution.

Click here to learn more

Mobile Solutions

Copytalk

Dictate notes by voice using Copytalk's secure transcription service and have those notes appear automatically as notes in SmartOffice.

Click here to learn more
iPad

Get direct access to SmartOffice contacts, calendar activities, reports, opportunities, policies, investments and other data using SmartOffice Anywhere on your iPad.

Click here to learn more
iPhone

Get direct access to SmartOffice contacts, calendar activities, reports, opportunities, policies, investments and other data using SmartOffice Anywhere on your iPhone.

Click here to learn more
Mobile Assistant

Dictate notes by voice using Mobile Assistant's secure transcription service and have those notes appear automatically as notes in SmartOffice.

Click here to learn more
MyRepChat

Advisors can communicate with their clients via text and remain fully compliant using SmartOffice's integration with MyRepChat.

Click here to learn more

Document Management

Docupace

Access documents stored in Docupace directly from SmartOffice, and speed up client onboarding by pushing contact data from SmartOffice into Docupace forms.

Click here to learn more
etfile

Launch the etfile document management service directly from SmartOffice contacts and cases.

Click here to learn more
Laserfiche

Launch the Laserfiche document management service directly from SmartOffice contacts.

Click here to learn more
Paperclip

Access Paperclip document folders directly from SmartOffice. Automatically create SmartOffice pending cases from scanned handwritten forms using Paperclip Mojo.

Click here to learn more
ReadyDoc

Access documents stored in ReadyDoc directly from SmartOffice and import/scan documents into ReadyDoc from SmartOffice.

Click here to learn more

Consultants

ActiFi

ActiFi helps financial advisors and institutions that serve advisors build highly successful businesses.

Click here to learn more
Adar

Adar’s award-winning cloud-based network solution allows peace of mind by providing a highly secure, compliant, and scalable network. Access your workspace anywhere, backed by world-class 24x7 support, at a simple fixed per-user, per-month cost.

Click here to learn more
Employee Pooling

INNOVATIVE BUSINESS PROCESSING SOLUTIONS - Designed to simplify your workflow, boost productivity, and drive revenue.

Click here to learn more
FCI (formerly Financial Computer)

FCI provides SmartOffice customers with MS Exchange contact/calendar sync and automated e-mail posting.

Click here to learn more
InsurTech Express

InsurTech Express is the principal resource that brings the life insurance and annuity community together in one easy-to-access, secure online location for information on insurtech.

Click here to learn more
Tandem Head

We are a technology consulting firm that specializes in providing financial services organizations common sense practice management solutions.

Click here to learn more

Portfolio Management

Fusion Elements

Integrate SmartOffice into the Fusion Elements open-architecture asset management platform.

Click here to learn more
Orion Advisor Services

SmartOffice users can automatically import client investment accounts and positions directly from Orion. In addition, SmartOffice users can access Orion's web-based advisor platform without having to sign in to Orion.

Click here to learn more
Portfolio Pathway

Navigate seamlessly from SmartOffice to the Portfolio Pathway portfolio management application with a single login.

Click here to learn more

Licensing & Appointments

NIPR (NAIC)

Keep advisor licensing data up to date electronically using SmartOffice's integration with the NAIC's National Insurance Producer Registry (NIPR).

Click here to learn more