Ebix CRM Partners - Delivering the Power of Integration

Delivering the Power of Integration

Ebix solutions are designed to easily integrate with other leading software applications and data providers to deliver a best-of-breed solution that addresses your specialized needs – regardless of the role you play in financial services. From investment and pending case data downloads to insurance forms to valuable third-party software, Ebix offers dozens of pre-built integrations to choose from. Click below for more information.

All Partners


ActiFi

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

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

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

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, position and transaction 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

E*TRADE Advisor Services

Keep your clients' investment information current in SmartOffice with downloads of account, position and transaction data from E*TRADE Advisor Services.

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

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

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

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

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

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

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

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

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

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

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

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

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

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, position and transaction 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

E*TRADE Advisor Services

Keep your clients' investment information current in SmartOffice with downloads of account, position and transaction data from E*TRADE Advisor Services.

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

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

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

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

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

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

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

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

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

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
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