Seamlessly connect your business ecosystem.
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75 partners found
ActiFi
Helps financial advisors and institutions that serve advisors build highly successful businesses.
Advicent (InvestCloud)
Allows users to save time creating financial plans by exporting client data from SmartOffice into Advicent's Profiles application.
AdvisoryWorld (acquired by LPL)
Export investment account and position data from SmartOffice into AdvisoryWorld's SCANalytics application for portfolio analysis, proposal generation, and financial planning.
American National (ANICO)
Provides electronic pending case status updates for efficient insurance business management.
AnnuityNet
Integration with Zinnia's AnnuityNet order-entry platform for end-to-end electronically capturing, processing, and tracking annuity business.
APPS
Enables electronic requests for paramedical services directly from SmartOffice pending cases.
Asset-Map
Allows pushing client data from SmartOffice into Asset-Map's visualization tool for graphical overviews of household finances.
Brighthouse
Choose your path to financial security, with retirement income and protection.
Charles Schwab
Provides automated downloads of account and position data to keep clients' investment information current.
Constant Contact
Enables export of contacts from SmartOffice into Constant Contact's email marketing platform for campaign creation and tracking.
Copytalk
Secure transcription service that automatically adds voice-dictated notes into SmartOffice.
Corebridge
Take action today to build a bridge for tomorrow-from planning to outcomes, from meeting today’s financial needs to attaining your aspirations
Docupace
Allows access to documents stored in Docupace directly from SmartOffice and speeds up client onboarding by pushing contact data into Docupace forms.
DST FAN Mail
Provides automated downloads of account, position, and transaction data to keep clients' investment information current.
DTCC
Delivers comprehensive electronic inforce policy updates for insurance management.
eMoney
Allows import of contact, policy, and investment data from SmartOffice into eMoney's emX financial planning tool.
Employee Pooling
Provides innovative business processing solutions designed to simplify workflow, boost productivity, and drive revenue.
Equitable
Provides electronic pending case status updates for efficient insurance business management.
etfile
Allows launch of the etfile document management service directly from SmartOffice contacts and cases.
ExamOne
Enables electronic requests for paramedical services directly from SmartOffice pending cases.
Fidelity Wealthscape
Allows prefilling new-account forms with SmartOffice data, importing client accounts/positions, and single sign-on navigation.
FMG Suite
Enables sync of contacts and sets from SmartOffice to FMG Suite for email marketing campaigns and auto-imports leads from FMG Suite advisor websites.
FOLIOfn
Provides automated downloads of account, position, and transaction data to keep clients' investment information current.
Fusion Elements
Integrates SmartOffice into the Fusion Elements open-architecture asset management platform.
Genworth (LTC)
Provides electronic pending case status updates for efficient insurance business management.
GReminders
End-to-End Meeting Management Platform with SMS Reminders, AI Notetaker, and SmartOffice integration. Helps financial advisors reduce no-shows and boost productivity.
InsurTech Express
Resource center bringing the life insurance and annuity community together for information on insurtech.
iPad
Provides direct access to SmartOffice data using SmartOffice Anywhere on iPad.
iPhone
Provides direct access to SmartOffice data using SmartOffice Anywhere on iPhone.
Jetstream APS
Enables electronic requests for attending physician statements directly from SmartOffice pending cases.
John Hancock
Provides electronic pending case status updates for efficient insurance business management.
Jump AI
Jump helps create follow-up tasks from your meetings and sync them to your SmartOffice calendar.
LaserApp
Saves time and reduces errors by automatically filling forms using contact data from SmartOffice.
Laserfiche
Allows launch of the Laserfiche document management service directly from SmartOffice contacts.
Legal & General
Visit Legal & General for integration details.
LifeSpeed
Integration with Zinnia's LifeSpeed for electronic life insurance applications and straight-through processing.
Lincoln Financial (Life)
Provides electronic pending case status updates for efficient insurance business management.
Link by LegacyShield
Enables advisors to communicate and share data with clients and beneficiaries in a completely compliant way.
LPL Branchnet
Provides downloads of account, position, and transaction data to keep clients' investment information current.
MarketingPro
Allows export of contacts from SmartOffice into MarketingPro's advisor e-marketing platform for professional, automated campaigns.
MassMutual
Provides electronic pending case status updates for efficient insurance business management.
Mobile Assistant
Secure transcription service that automatically adds voice-dictated notes into SmartOffice.
MoneyGuidePro
Allows import of contact, policy, and investment data from SmartOffice for efficient financial planning.
Morningstar
Enables export of investment account and position data from SmartOffice into Morningstar Advisor Workstation or Principia.
Mutual of Omaha
Provides automatic import of pending case updates and commission data directly into SmartOffice.
MyRepChat
Allows advisors to communicate with clients via text while remaining fully compliant.
Nationwide
Provides electronic pending case status updates and commission data to SmartOffice for reconciliation.
NIPR (NAIC)
Keeps advisor licensing data up to date through integration with the National Insurance Producer Registry.
Nitrogen (formerly Riskalyze)
Risk alignment and portfolio analysis platform that helps advisors quantify risk tolerance and build portfolios aligned with client expectations.
North American
Provides automatic import of pending case updates directly into SmartOffice.
Orion Advisor Services
Allows automatic import of client investment accounts and positions and provides single sign-on access to Orion's platform.
Pacific Life
Provides electronic pending case status updates for efficient insurance business management.
Paperclip
Allows access to document folders directly from SmartOffice and automatic creation of pending cases from scanned forms.
Paperless Solutions Group
Enables automatic and accurate completion of life insurance applications.
Pershing
Provides automated downloads of account, position, and transaction data to keep clients' investment information current.
Portfolio Pathway
Enables seamless navigation from SmartOffice to the Portfolio Pathway portfolio management application with single login.
PreciseFP
Synchronizes SmartOffice contact data with PreciseFP's online client questionnaire application.
Principal
Provides electronic pending case status updates for efficient insurance business management.
Pro Scan Partners
Enables electronic requests for attending physician statements directly from SmartOffice pending cases.
Protective
Provides electronic pending case status updates and commission data to SmartOffice for reconciliation.
Prudential
Provides automatic import of pending case and commission data directly into SmartOffice.
Quik! Forms
Enables export of contact data from SmartOffice for quicker, easier, and more accurate form-filling.
ReadyDoc
Allows access to documents stored in ReadyDoc directly from SmartOffice and import/scan documents into ReadyDoc.
RightCapital
Enables import of household data from SmartOffice directly into RightCapital for financial planning.
Rohdian
Award-winning cloud-based network solution providing a highly secure, compliant, and scalable network with world-class 24x7 support at a fixed per-user, per-month cost.
Rydex
Provides downloads of account, position, and transaction data to keep clients' investment information current.
SBLI
Provides electronic pending case status updates for efficient insurance business management.
Securian / Minnesota Life
Provides electronic pending case status updates for efficient insurance business management.
SEI
Provides downloads of account, position, and transaction data to keep clients' investment information current.
Tandem Head
Technology consulting firm specializing in common sense practice management solutions for financial services organizations.
VitalSales Suite
Enables quick generation of term life and LTC product comparisons and insurance carrier performance reports.
Voya
Provides electronic pending case status updates for efficient insurance business management.
WinFlex
Allows users to start illustrations in WinFlex directly from SmartOffice to increase life insurance sales.
Zocks
Enhance efficiency for financial services practices through various features and capabilities.
Zurich Life
Provides electronic inforce and pending case status updates and commission data to SmartOffice for reconciliation.