As a distributor, you want to streamline key workflows and maximize your advisors' productivity. SmartOffice is designed to get you there.

SmartOffice is an agency management system (AMS) and customer relationship management (CRM) solution that helps you better manage new business, improve coordination of operations, and communicate more efficiently with advisors. Find out why SmartOffice is the choice of BGA offices across the United States.

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  • Your firm's data is everywhere you are. Use SmartOffice on practically any device, no matter where your business takes you.
  • SmartOffice integrates with the apps you use most, including WinFlex Web, VitalSales Suite, and MS Outlook (ask us for a complete list of integrations).
  • Our AMS expands your firm's capabilities. Track proposals, fine-tune advisor relationships, and increase production.