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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 Strunk?

We offer outstanding tools specifically crafted to automate and improve compliance and risk management for a diverse range of financial institutions, including banks, credit unions, financial advisors, broker-dealers, and collection agencies. Many clients that access online services often look for a SOC2 review; even if it is not a stated requirement, having a well-structured and thoroughly documented compliance program can provide reassurance to both your team and board members. Our solutions also support healthcare organizations in assessing their compliance with HIPAA regulations, overseeing essential policies to uphold adherence, and performing consistent evaluations to guarantee ongoing conformity. Our comprehensive risk assessment tools streamline the complex process of documenting your organization’s current risk profile in alignment with relevant risk frameworks like SOC2, HIPAA, or other applicable regulatory standards. Additionally, our hosted ODP software, paired with our consulting services, now includes a variety of enhanced features that greatly improve the efficacy of your compliance program, ensuring that you are adequately prepared to manage the intricacies of today’s regulatory environment. By investing in these tools, you not only boost operational efficiency but also demonstrate a strong commitment to upholding exemplary compliance standards, fostering trust and reliability in your institution’s practices. In a world where regulatory requirements are continually evolving, having the right resources at your disposal is crucial for achieving long-term success.

Media

Media

Integrations Supported

AdvisoryWorld
BizClip
Broadridge 15(c) Board Reporting
Charles Schwab
Constant Contact
Docupace
Laserfiche
Microsoft 365
Microsoft Excel
Microsoft Outlook
MoneyGuide
Morningstar
PreciseFP
RightCapital
Riskalyze
TD Ameritrade
Zocks
Zoom
eMoney
etfile

Integrations Supported

AdvisoryWorld
BizClip
Broadridge 15(c) Board Reporting
Charles Schwab
Constant Contact
Docupace
Laserfiche
Microsoft 365
Microsoft Excel
Microsoft Outlook
MoneyGuide
Morningstar
PreciseFP
RightCapital
Riskalyze
TD Ameritrade
Zocks
Zoom
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

Strunk

Company Location

United States

Company Website

strunkaccess.com

Categories and Features

Categories and Features

GRC

Auditing
Disaster Recovery
Environmental Compliance
IT Risk Management
Incident Management
Internal Controls Management
Operational Risk Management
Policy Management

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