Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Predict360 Reviews & Ratings
    18 Ratings
    Company Website
  • Service Center Reviews & Ratings
    84 Ratings
    Company Website
  • Macaw AMS Reviews & Ratings
    5 Ratings
    Company Website
  • Quaeris Reviews & Ratings
    6 Ratings
    Company Website
  • Elation Health Reviews & Ratings
    85 Ratings
    Company Website
  • Crelate Reviews & Ratings
    672 Ratings
    Company Website
  • Worksection Reviews & Ratings
    150 Ratings
    Company Website
  • Repfabric Reviews & Ratings
    56 Ratings
    Company Website
  • InterProse ACE Reviews & Ratings
    147 Ratings
    Company Website
  • Skillcast Reviews & Ratings
    1,105 Ratings
    Company Website

What is SmartOffice?

SmartOffice is a cloud-based CRM and AMS tailored for financial professionals like advisors, agents, BGAs, RIAs, and broker-dealers, offering a comprehensive suite of tools for managing client relationships, workflows, data, and regulatory compliance. Its core features include contact management, investment and policy tracking, and efficient time and calendar management, alongside opportunity tracking and sophisticated reporting options. With a strong emphasis on cybersecurity and compliance, SmartOffice protects client data while ensuring smooth integration with Office 365 applications (Outlook, Excel, Word) and a variety of sales, financial planning, insurance, and marketing systems. The platform provides vital functionalities such as centralized client histories, collaboration among staff, safe remote access to data, and the organized management of agency operations through its agency management system. It is especially advantageous for established firms looking to enhance their operational visibility and streamline tools, thereby improving their opportunity pipelines, reporting mechanisms, and overall workflow efficiency. Furthermore, SmartOffice’s robust features make it an ideal choice for financial professionals dedicated to maximizing their productivity and effectiveness in a competitive market.

What is Renaissance?

Renaissance is an all-encompassing compliance management system (CMS) crafted to efficiently allocate essential compliance duties among broker-dealers and investment advisors. The platform's primary interface features an intuitive, icon-driven menu that guides users toward their most pressing compliance obligations. In addition, our sophisticated reporting dashboard aids in aligning compliance objectives with overarching risk management strategies. Access permissions can be customized to mirror your firm’s organizational hierarchy, guaranteeing that the right personnel have access to critical information. Users are also able to create, manage, and distribute targeted emails based on their activity status, with options to schedule these communications daily, weekly, or monthly. Moreover, the system is fully optimized for mobile devices, enabling users to connect via any internet-capable laptop, tablet, or smartphone, which significantly enhances both accessibility and convenience. This flexibility not only encourages your team to remain compliant but also ensures they are well-informed, no matter where they are located. Ultimately, Renaissance empowers users to navigate the complex compliance landscape with confidence and ease.

Media

Media

Integrations Supported

AdvisoryWorld
BizClip
Broadridge 15(c) Board Reporting
Charles Schwab
Docupace
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
Morningstar
MyRepChat
NaviPlan
Paperclip
PreciseFP
RightCapital
Riskalyze
TD Ameritrade
Zocks
eMoney
etfile

Integrations Supported

AdvisoryWorld
BizClip
Broadridge 15(c) Board Reporting
Charles Schwab
Docupace
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
Morningstar
MyRepChat
NaviPlan
Paperclip
PreciseFP
RightCapital
Riskalyze
TD Ameritrade
Zocks
eMoney
etfile

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Zinnia

Date Founded

2005

Company Location

United States

Company Website

www.smartofficecrm.com

Company Facts

Organization Name

Quest CE

Company Location

United States

Company Website

www.questce.com/firm-compliance/

Categories and Features

Categories and Features

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Popular Alternatives

Popular Alternatives

Wealthbox Reviews & Ratings

Wealthbox

Starburst Labs
SmartOffice Reviews & Ratings

SmartOffice

Zinnia
Third Eye Reviews & Ratings

Third Eye

Third Eye Solutions