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User guides and Training Course Companion guides are available in .PDF file format and can be viewed with Adobe Reader®. If you do not have Adobe Reader® installed on your computer, you can download it for free by clicking on the Adobe Reader button in the Additional Resources section of this page.
Minimum System Requirements for SmartOffice5
SmartOffice Configuration for Windows Updates
Setup and Security
Base System
Modules
Albridge Web Services
Commission Tracking
DataXchange
DST, Pershing, Broker/Dealers, & DAZL
Financial Profiles
Generic Inforce Policies
Group Benefits
Informal Application
Intellisys
Investment
Jefferson Pilot
Laser App
Leads Tracking
Lotus Notes Integration
Marketing Campaign
Mass Mutual PAAR
MoneyGuidePro
National Financial Fidelity
One Card System
Opportunity Management
Outlook® Integration
PaperClip
Policy and Pending Case Management
Quik! Forms Integration
Recruitment Tracking
SmartFulfillment
SmartMigrator
SmartMobile for PDAs with Palm OS
SmartOffice Mobile PC
SmartOffice Mobile for Pocket PC
SmartSeminars
SmartWholesaler
Winflex Web
Additional Resources
Flash Player is required to view Training Movies and Fast Classes.
User Guides and Printable versions of Fast Classes are available in .PDF format.

 

 

 

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