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 business.

Click here to learn more

Advicent (Financial Profiles+)

Export client data from SmartOffice to the Financial Profiles+ financial planning software.

Click here to learn more

AdvisoryWorld

Export investment account and position data from SmartOffice to the AdvisoryWorld portfolio and inv

Click here to learn more

AIG

Automatic import of pending case and commission data for agencies and advisors.

Click here to learn more

Albridge

Automatic import of account and position data for advisors.

Click here to learn more

AllState (Life & Annuity)

Automatic import of pending case and commission data for agencies and advisors.

Click here to learn more

American National

Automatic import of pending case data for agencies and advisors.

Click here to learn more

AnnuityNet

Electronic annuity application submission.

Click here to learn more

APPS

Electronically request paramedical service from SmartOffice cases.

Click here to learn more

Aqumulate

Automatic import of security, price, account and position data for advisors.

Click here to learn more

Athene

Automatic import of pending case, commission and inforce policy data for agencies and advisors.

Click here to learn more

AXA/MONY

Automatic import of pending case data for agencies and advisors.

Click here to learn more

Banner (Legal & General)

Automatic import of pending case data for agencies and advisors.

Click here to learn more

BlackBerry

Real-time integration between SmartOffice contact information and the BlackBerry address book and c

Click here to learn more

Broadridge / Investigo

Automatic import of account and position data for advisors.

Click here to learn more

Charles Schwab

Automatic import of account, position and transaction data for advisors.

Click here to learn more

Constant Contact

Drip marketing management service that can import your SmartOffice contacts into Constant Contact

Click here to learn more

Copytalk

Voice dictation service that creates SmartOffice alerts from your messages.

Click here to learn more

DAZL

Import of account and position data for advisors.

Click here to learn more

Docupace

Document management service that can be launched directly from SmartOffice contacts and investment

Click here to learn more

DST Fanmail

Automatic import of account, position and transaction data for advisors.

Click here to learn more

e-Relationship

Drip marketing management service that can import your SmartOffice contacts into e-Relationship cam

Click here to learn more

EMSI

Electronically request paramedical service from SmartOffice cases.

Click here to learn more

etfile

Document management service that can be launched directly from SmartOffice contacts and cases.

Click here to learn more

ExamOne

1) Electronically request paramedical service from SmartOffice cases. 2) Intelisys: Document manage

Click here to learn more

Express Imaging

Electronically request paramedical service from SmartOffice cases

Click here to learn more

FCI (formerly Financial Computer)

FCI is a dedicated MSSP that blends technologies, best practices, expertise and innovation to deliver a cloud-based Cybersecurity Policy Enforcement System to Sales Offices of Enterprises and Independent Advisors of all sizes.

Click here to learn more

Fidelity / National Financial

Import of account, position and transaction data for advisors.

Click here to learn more

FOLIOfn

Automatic import of account, position and transaction data for advisors.

Click here to learn more

Fusion Elements

Fusion Elements delivers Operational Alpha by removing the timely and costly friction from your everyday operations, allowing advisors to serve their existing clients and frees up the time to obtain new ones.

Click here to learn more

Genworth (Life & LTC)

Automatic import of pending case and commission data for agencies and advisors.

Click here to learn more

iPad

Get direct access to SmartOffice contact and calendar data using iSmartOffice, a native iPad applic

Click here to learn more

iPhone

Get direct access to SmartOffice contact and calendar data on iPhone.

Click here to learn more

John Hancock

Automatic import of pending case and inforce policy data for agencies and advisors.

Click here to learn more

LaserApp

Fill out Laser App forms automatically using SmartOffice contact data.

Click here to learn more

Laserfiche

Document management service that can be launched directly from SmartOffice contacts.

Click here to learn more

LifeSpeed

Electronic life application submission.

Click here to learn more

Lincoln Financial (Life & Annuity)

Automatic import of account and position data for advisors.

Click here to learn more

LPL Branchnet

Import of account, position and transaction data for advisors.

Click here to learn more

MarketingPro

MarketingPro

Professionally crafted content, fully automated. The turn-key, full suite of services you need to grow and maintain your practice.

Click here to learn more

MetLife

Automatic import of pending case and inforce policy data for agencies and advisors.

Click here to learn more

Mobile Assistant

Voice dictation service that creates contact SmartPad notes from your messages.

Click here to learn more

MoneyGuidePro

Export client data from SmartOffice to the MoneyGuidePro financial planning software.

Click here to learn more

MorningStar

Export investment account and position data from SmartOffice to Morningstar Advisor Workstation and

Click here to learn more

Mutual of Omaha

1) Automatic import of pending case and commission data for agencies and advisors. 2) Automatic imp

Click here to learn more

Mutual of Omaha

1) Automatic import of pending case and commission data for agencies and advisors. 2) Automatic imp

Click here to learn more

North American (Life & Annuity)

Click here to learn more

Orion Advisor Services

Orion helps financial advisors enjoy their business again with a suite of technology and service ... Portfolio Management, Accounting & Performance Reports.

Click here to learn more

Pacific Life

Automatic import of pending case and inforce policy data for agencies and advisors.

Click here to learn more

Paperclip

Document management service that can be launched directly from SmartOffice contacts and cases.

Click here to learn more

Pershing

Automatic import of account, position and transaction data for advisors.

Click here to learn more

Portfolio Pathway

Portfolio Pathway provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution.

Click here to learn more

PreciseFP

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

Click here to learn more

Principal

Import of inforce policy data for advisors

Click here to learn more

Protective

Automatic import of pending case and commission data for agencies and advisors.

Click here to learn more

Prudential

1) Automatic import of pending case and commission data for agencies and advisors. 2) Automatic imp

Click here to learn more

Prudential

1) Automatic import of pending case and commission data for agencies and advisors. 2) Automatic imp

Click here to learn more

QuickForms

Export SmartOffice contacts into Quik! Forms form-filling software to create interactive and secure

Click here to learn more

Raymond James

Import of account, position and transaction data for advisors.

Click here to learn more

RightBridge

Synchronize SmartOffice contacts with CapitalRock's RightBridge needs analysis and opportunity sugg

Click here to learn more

RSA Medical

Electronically request paramedical service from SmartOffice cases

Click here to learn more

Rydex

Import of account, position and transaction data for advisors.

Click here to learn more

SBLI

Automatic import of pending case data for agencies and advisors.

Click here to learn more

Securian

Automatic import of pending case data for agencies and advisors.

Click here to learn more

Securities America

Automatic import of account and position data for advisors.

Click here to learn more

SEI

Import of account, position and transaction data for advisors.

Click here to learn more

Sun Life

Automatic import of pending case data for agencies and advisors.

Click here to learn more

Superior Mobile Medics

Electronically request paramedical service from SmartOffice cases.

Click here to learn more

SureLC

Two-way synchronization of producer demographic, license and appointment data between SmartOffice a

Click here to learn more

TD Ameritrade

Automatic import of account, position and transaction data for advisors.

Click here to learn more

Transamerica

Automatic import of pending case data for agencies and advisors.

Click here to learn more

Trust Company of America

Import of account, position and transaction data for advisors.

Click here to learn more

VitalForms

Life underwriting forms retrieval.

Click here to learn more

VitalSales Suite

Life insurance quote comparisons.

Click here to learn more

Voya

Voya

Voya Financial, Inc. (NYSE: VOYA), helps Americans plan, invest and protect their savings — to get ready to retire better. With a clear mission to make a secure financial future possible — one person, one family, one institution at a time — Voya’s vi

Click here to learn more

Walnut Street Securities

Import of account, position and transaction data for advisors.

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

Life insuranction illusatration.

Click here to learn more

Zurich Life

Automatic import of pending case data for agencies and advisors.

Click here to learn more

Service Providers


APPS

Electronically request paramedical service from SmartOffice cases.

Click here to learn more

EMSI

Electronically request paramedical service from SmartOffice cases.

Click here to learn more

Express Imaging

Electronically request paramedical service from SmartOffice cases

Click here to learn more

Fusion Elements

Fusion Elements delivers Operational Alpha by removing the timely and costly friction from your everyday operations, allowing advisors to serve their existing clients and frees up the time to obtain new ones.

Click here to learn more

RSA Medical

Electronically request paramedical service from SmartOffice cases

Click here to learn more

Superior Mobile Medics

Electronically request paramedical service from SmartOffice cases.

Click here to learn more

Investment Data


Albridge

Automatic import of account and position data for advisors.

Click here to learn more

Aqumulate

Automatic import of security, price, account and position data for advisors.

Click here to learn more

Broadridge / Investigo

Automatic import of account and position data for advisors.

Click here to learn more

Charles Schwab

Automatic import of account, position and transaction data for advisors.

Click here to learn more

DAZL

Import of account and position data for advisors.

Click here to learn more

DST Fanmail

Automatic import of account, position and transaction data for advisors.

Click here to learn more

Fidelity / National Financial

Import of account, position and transaction data for advisors.

Click here to learn more

FOLIOfn

Automatic import of account, position and transaction data for advisors.

Click here to learn more

LPL Branchnet

Import of account, position and transaction data for advisors.

Click here to learn more

Pershing

Automatic import of account, position and transaction data for advisors.

Click here to learn more

Raymond James

Import of account, position and transaction data for advisors.

Click here to learn more

Rydex

Import of account, position and transaction data for advisors.

Click here to learn more

Securities America

Automatic import of account and position data for advisors.

Click here to learn more

SEI

Import of account, position and transaction data for advisors.

Click here to learn more

TD Ameritrade

Automatic import of account, position and transaction data for advisors.

Click here to learn more

Trust Company of America

Import of account, position and transaction data for advisors.

Click here to learn more

Walnut Street Securities

Import of account, position and transaction data for advisors.

Click here to learn more

Insurance Data


AIG

Automatic import of pending case and commission data for agencies and advisors.

Click here to learn more

AllState (Life & Annuity)

Automatic import of pending case and commission data for agencies and advisors.

Click here to learn more

American National

Automatic import of pending case data for agencies and advisors.

Click here to learn more

AnnuityNet

Electronic annuity application submission.

Click here to learn more

Athene

Automatic import of pending case, commission and inforce policy data for agencies and advisors.

Click here to learn more

AXA/MONY

Automatic import of pending case data for agencies and advisors.

Click here to learn more

Banner (Legal & General)

Automatic import of pending case data for agencies and advisors.

Click here to learn more

Genworth (Life & LTC)

Automatic import of pending case and commission data for agencies and advisors.

Click here to learn more

John Hancock

Automatic import of pending case and inforce policy data for agencies and advisors.

Click here to learn more

LifeSpeed

Electronic life application submission.

Click here to learn more

Lincoln Financial (Life & Annuity)

Automatic import of account and position data for advisors.

Click here to learn more

MetLife

Automatic import of pending case and inforce policy data for agencies and advisors.

Click here to learn more

Mutual of Omaha

1) Automatic import of pending case and commission data for agencies and advisors. 2) Automatic imp

Click here to learn more

North American (Life & Annuity)

Click here to learn more

Pacific Life

Automatic import of pending case and inforce policy data for agencies and advisors.

Click here to learn more

Principal

Import of inforce policy data for advisors

Click here to learn more

Protective

Automatic import of pending case and commission data for agencies and advisors.

Click here to learn more

Prudential

1) Automatic import of pending case and commission data for agencies and advisors. 2) Automatic imp

Click here to learn more

SBLI

Automatic import of pending case data for agencies and advisors.

Click here to learn more

Securian

Automatic import of pending case data for agencies and advisors.

Click here to learn more

Sun Life

Automatic import of pending case data for agencies and advisors.

Click here to learn more

Transamerica

Automatic import of pending case data for agencies and advisors.

Click here to learn more

VitalSales Suite

Life insurance quote comparisons.

Click here to learn more

Voya

Voya Financial, Inc. (NYSE: VOYA), helps Americans plan, invest and protect their savings — to get ready to retire better. With a clear mission to make a secure financial future possible — one person, one family, one institution at a time — Voya’s vi

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

Life insuranction illusatration.

Click here to learn more

Zurich Life

Automatic import of pending case data for agencies and advisors.

Click here to learn more

Financial Planning / Analytics


Advicent (Financial Profiles+)

Export client data from SmartOffice to the Financial Profiles+ financial planning software.

Click here to learn more

AdvisoryWorld

Export investment account and position data from SmartOffice to the AdvisoryWorld portfolio and inv

Click here to learn more

MoneyGuidePro

Export client data from SmartOffice to the MoneyGuidePro financial planning software.

Click here to learn more

MorningStar

Export investment account and position data from SmartOffice to Morningstar Advisor Workstation and

Click here to learn more

Relationships / Marketing


Constant Contact

Drip marketing management service that can import your SmartOffice contacts into Constant Contact

Click here to learn more

e-Relationship

Drip marketing management service that can import your SmartOffice contacts into e-Relationship cam

Click here to learn more

MarketingPro

Professionally crafted content, fully automated. The turn-key, full suite of services you need to grow and maintain your practice.

Click here to learn more

PreciseFP

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

Click here to learn more

RightBridge

Synchronize SmartOffice contacts with CapitalRock's RightBridge needs analysis and opportunity sugg

Click here to learn more

Forms


LaserApp

Fill out Laser App forms automatically using SmartOffice contact data.

Click here to learn more

QuickForms

Export SmartOffice contacts into Quik! Forms form-filling software to create interactive and secure

Click here to learn more

VitalForms

Life underwriting forms retrieval.

Click here to learn more

Mobile Solutions


BlackBerry

Real-time integration between SmartOffice contact information and the BlackBerry address book and c

Click here to learn more

Copytalk

Voice dictation service that creates SmartOffice alerts from your messages.

Click here to learn more

iPad

Get direct access to SmartOffice contact and calendar data using iSmartOffice, a native iPad applic

Click here to learn more

iPhone

Get direct access to SmartOffice contact and calendar data on iPhone.

Click here to learn more

Mobile Assistant

Voice dictation service that creates contact SmartPad notes from your messages.

Click here to learn more

License & Appointments


Mutual of Omaha

1) Automatic import of pending case and commission data for agencies and advisors. 2) Automatic imp

Click here to learn more

Prudential

1) Automatic import of pending case and commission data for agencies and advisors. 2) Automatic imp

Click here to learn more

SureLC

Two-way synchronization of producer demographic, license and appointment data between SmartOffice a

Click here to learn more

Document Management


Docupace

Document management service that can be launched directly from SmartOffice contacts and investment

Click here to learn more

etfile

Document management service that can be launched directly from SmartOffice contacts and cases.

Click here to learn more

ExamOne

1) Electronically request paramedical service from SmartOffice cases. 2) Intelisys: Document manage

Click here to learn more

Laserfiche

Document management service that can be launched directly from SmartOffice contacts.

Click here to learn more

Paperclip

Document management service that can be launched directly from SmartOffice contacts and cases.

Click here to learn more

Consultants


ActiFi

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

Click here to learn more

FCI (formerly Financial Computer)

FCI is a dedicated MSSP that blends technologies, best practices, expertise and innovation to deliver a cloud-based Cybersecurity Policy Enforcement System to Sales Offices of Enterprises and Independent Advisors of all sizes.

Click here to learn more

Portfolio Management


Orion Advisor Services

Orion helps financial advisors enjoy their business again with a suite of technology and service ... Portfolio Management, Accounting & Performance Reports.

Click here to learn more

Portfolio Pathway

Portfolio Pathway provides financial advisors the tools needed to manage client accounts across multiple institutions in a single, web-based solution.

Click here to learn more
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