Integration Partners

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

Adar’s award-winning cloud-based network solution allows peace of mind by providing a highly secure, compliant, and scalable network. Access your workspace anywhere, backed by world-class 24x7 support, at a simple fixed per-user, per-month cost.

Save time creating financial plans for clients by exporting client data from SmartOffice into Advicent's Profiles application.

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.

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.

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.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from American National.

SmartOffice's integration with Zinnia's AnnuityNet order-entry platform for annuity transactions is an end-to-end solution for electronically capturing, processing and tracking annuity business.

SmartOffice's integration with APPS enables agencies to electronically request paramedical services directly from SmartOffice pending cases.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from AXA.

Axos Advisor Services is an RIA custodian and technology platform that supports independent financial advisors with flexible technology, personalized service, and experienced business consulting to help them succeed.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Banner.

Keep your clients' investment information current in SmartOffice with automated downloads of account and position data from Broadridge.

Keep your clients' investment information current in SmartOffice with automated downloads of account and position data from Charles Schwab.

Export contacts from SmartOffice into Constant Contact's e-mail marketing platform to create effective campaigns quickly, and track campaign results in SmartOffice.

Dictate notes by voice using Copytalk's secure transcription service and have those notes appear automatically as notes in SmartOffice.

Keep your clients' investment information current in SmartOffice with downloads of account and position data from DAZL.

Access documents stored in Docupace directly from SmartOffice, and speed up client onboarding by pushing contact data from SmartOffice into Docupace forms.

Keep your clients' investment information current in SmartOffice with automated downloads of account, position and transaction data from DST FAN Mail.

Depository Trust & Clearing Corporation (DTCC) delivers the most complete electronic inforce policy updates available.

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.

INNOVATIVE BUSINESS PROCESSING SOLUTIONS - Designed to simplify your workflow, boost productivity, and drive revenue.

SmartOffice's integration with EMSI enables agencies to electronically request paramedical services directly from SmartOffice pending cases.

Launch the etfile document management service directly from SmartOffice contacts and cases.

SmartOffice's integration with ExamOne enables agencies to electronically request paramedical services directly from SmartOffice pending cases.

SmartOffice's integration with Express Imaging enables agencies to electronically request paramedical services directly from SmartOffice pending cases.

FCI provides SmartOffice customers with MS Exchange contact/calendar sync and automated e-mail posting.

Import SmartOffice contacts into the FMeX advisor marketing platform to quickly create professional campaigns using prewritten, personalized, compliance-ready content.

Sync contacts and sets from SmartOffice to FMG Suite to create easy, effective e-mail marketing campaigns. Automatically import leads from your FMG Suite advisor website into SmartOffice.

Keep your clients' investment information current in SmartOffice with automated downloads of account, position and transaction data from FOLIOfn.

Integrate SmartOffice into the Fusion Elements open-architecture asset management platform.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Genworth.

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.

Get direct access to SmartOffice contacts, calendar activities, reports, opportunities, policies, investments and other data using SmartOffice Anywhere on your iPad.

Get direct access to SmartOffice contacts, calendar activities, reports, opportunities, policies, investments and other data using SmartOffice Anywhere on your iPhone.

Push client demographic, insurance, and investment data from SmartOffice into Asset-Map's visualization tool to create a graphical overview of a household's finances.

SmartOffice's integration with Jetstream APS enables agencies to electronically request attending physician statements directly from SmartOffice pending cases.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from John Hancock.

Save time and reduce errors by automatically filling forms in Laser App using contact data from SmartOffice.

Launch the Laserfiche document management service directly from SmartOffice contacts.

SmartOffice's integration with Zinnia's LifeSpeed allows users to initiate electronic life insurance applications for straight-through processing of life business.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Lincoln Financial.

The SmartOffice integration with Link gives advisors the power to communicate and share data with clients and their beneficiaries in a completely compliant way.

Keep your clients' investment information current in SmartOffice with downloads of account, position and transaction data from LPL Branchnet.

Export contacts from SmartOffice into MarketingPro's turn-key advisor e-marketing platform to quickly generate professional, fully automated campaigns.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from MassMutual (MML).

Manage insurance business more efficiently in SmartOffice with electronic inforce and pending case status updates from MetLife.

Dictate notes by voice using Mobile Assistant's secure transcription service and have those notes appear automatically as notes in SmartOffice.

SmartOffice users can save time creating financial plans for their clients by importing contact, policy and investment data from SmartOffice directly into MoneyGuidePro.

Export investment account and position data from SmartOffice into Morningstar Advisor Workstation or Principia.

Automatically import pending case updates and commission data directly from Mutual of Omaha into SmartOffice.

Advisors can communicate with their clients via text and remain fully compliant using SmartOffice's integration with MyRepChat.

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.

Keep advisor licensing data up to date electronically using SmartOffice's integration with the NAIC's National Insurance Producer Registry (NIPR).

Automatically import pending case updates directly from North American into SmartOffice.

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.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Pacific Life.

Access Paperclip document folders directly from SmartOffice. Automatically create SmartOffice pending cases from scanned handwritten forms using Paperclip Mojo.

Our integration with Paperless Solutions Group (PSG) allows SmartOffice users to fill out life insurance applications automatically and accurately.

Keep your clients' investment information current in SmartOffice with automated downloads of account, position and transaction data from Pershing.

Advisors can create cases in Impact's PlanFacts financial planning solution directly from SmartOffice contact records.

Navigate seamlessly from SmartOffice to the Portfolio Pathway portfolio management application with a single login.

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

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Principal.

SmartOffice's integration with Pro Scan Partners enables agencies to electronically request attending physician statements directly from SmartOffice pending cases.

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.

Automatically import pending case and commission data directly from Prudential into SmartOffice.

Export contact data from SmartOffice to Quik! Forms to make form-filling quicker, easier and more accurate.

Access documents stored in ReadyDoc directly from SmartOffice and import/scan documents into ReadyDoc from SmartOffice.

SmartOffice users can save time creating financial plans for their clients by importing household data from SmartOffice directly into RightCapital.

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.

Keep your clients' investment information current in SmartOffice with downloads of account, position and transaction data from Rydex.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from SBLI.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Securian / Minnesota Life.

Keep your clients' investment information current in SmartOffice with automated downloads of account and position data from Securities America.

Keep your clients' investment information current in SmartOffice with downloads of account, position and transaction data from SEI.

SmartOffice's integration with Superior Mobile Medics enables agencies to electronically request paramedical services directly from SmartOffice pending cases.

We are a technology consulting firm that specializes in providing financial services organizations common sense practice management solutions.

Keep your clients' investment information current in SmartOffice with automated downloads of account, position and transaction data from TD Ameritrade.

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.

SmartOffice integrates with Zinnia's VitalForms life underwriting forms retrieval solution.

Quickly generate term life and LTC product comparisons as well as insurance carrier performance reports by launching Znnia's VitalSales Suite directly from SmartOffice.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Voya.

Keep your clients' investment information current in SmartOffice with downloads of account, position and transaction data from Walnut Street Securities.

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.

See Protective Life.

See Banner (Legal & General).

Leverage the power of SmartOffice and WinFlex to increase life insurance sales. Our integration allows users to start illustrations in WinFlex directly from SmartOffice.

Track Zoom meetings in SmartOffice and save meeting transcripts to the client record (paid Zoom accounts only).

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.

SmartOffice's integration with APPS enables agencies to electronically request paramedical services directly from SmartOffice pending cases.

SmartOffice's integration with EMSI enables agencies to electronically request paramedical services directly from SmartOffice pending cases.

SmartOffice's integration with ExamOne enables agencies to electronically request paramedical services directly from SmartOffice pending cases.

SmartOffice's integration with Express Imaging enables agencies to electronically request paramedical services directly from SmartOffice pending cases.

SmartOffice's integration with Jetstream APS enables agencies to electronically request attending physician statements directly from SmartOffice pending cases.

SmartOffice's integration with Pro Scan Partners enables agencies to electronically request attending physician statements directly from SmartOffice pending cases.

SmartOffice's integration with Superior Mobile Medics enables agencies to electronically request paramedical services directly from SmartOffice pending cases.

Track Zoom meetings in SmartOffice and save meeting transcripts to the client record (paid Zoom accounts only).

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.

Axos Advisor Services is an RIA custodian and technology platform that supports independent financial advisors with flexible technology, personalized service, and experienced business consulting to help them succeed.

Keep your clients' investment information current in SmartOffice with automated downloads of account and position data from Broadridge.

Keep your clients' investment information current in SmartOffice with automated downloads of account and position data from Charles Schwab.

Keep your clients' investment information current in SmartOffice with downloads of account and position data from DAZL.

Keep your clients' investment information current in SmartOffice with automated downloads of account, position and transaction data from DST FAN Mail.

Keep your clients' investment information current in SmartOffice with automated downloads of account, position and transaction data from FOLIOfn.

Keep your clients' investment information current in SmartOffice with downloads of account, position and transaction data from LPL Branchnet.

Keep your clients' investment information current in SmartOffice with automated downloads of account, position and transaction data from Pershing.

Keep your clients' investment information current in SmartOffice with downloads of account, position and transaction data from Rydex.

Keep your clients' investment information current in SmartOffice with automated downloads of account and position data from Securities America.

Keep your clients' investment information current in SmartOffice with downloads of account, position and transaction data from SEI.

Keep your clients' investment information current in SmartOffice with automated downloads of account, position and transaction data from TD Ameritrade.

Keep your clients' investment information current in SmartOffice with downloads of account, position and transaction data from Walnut Street Securities.

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.

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.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from American National.

SmartOffice's integration with Zinnia's AnnuityNet order-entry platform for annuity transactions is an end-to-end solution for electronically capturing, processing and tracking annuity business.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from AXA.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Banner.

Depository Trust & Clearing Corporation (DTCC) delivers the most complete electronic inforce policy updates available.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Genworth.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from John Hancock.

SmartOffice's integration with Zinnia's LifeSpeed allows users to initiate electronic life insurance applications for straight-through processing of life business.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Lincoln Financial.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from MassMutual (MML).

Manage insurance business more efficiently in SmartOffice with electronic inforce and pending case status updates from MetLife.

Automatically import pending case updates and commission data directly from Mutual of Omaha into SmartOffice.

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.

Automatically import pending case updates directly from North American into SmartOffice.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Pacific Life.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Principal.

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.

Automatically import pending case and commission data directly from Prudential into SmartOffice.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from SBLI.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Securian / Minnesota Life.

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.

Quickly generate term life and LTC product comparisons as well as insurance carrier performance reports by launching Znnia's VitalSales Suite directly from SmartOffice.

Manage new insurance business more efficiently in SmartOffice with electronic pending case status updates from Voya.

See Protective Life.

See Banner (Legal & General).

Leverage the power of SmartOffice and WinFlex to increase life insurance sales. Our integration allows users to start illustrations in WinFlex directly from SmartOffice.

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.

Save time creating financial plans for clients by exporting client data from SmartOffice into Advicent's Profiles application.

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.

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.

Push client demographic, insurance, and investment data from SmartOffice into Asset-Map's visualization tool to create a graphical overview of a household's finances.

SmartOffice users can save time creating financial plans for their clients by importing contact, policy and investment data from SmartOffice directly into MoneyGuidePro.

Export investment account and position data from SmartOffice into Morningstar Advisor Workstation or Principia.

Advisors can create cases in Impact's PlanFacts financial planning solution directly from SmartOffice contact records.

SmartOffice users can save time creating financial plans for their clients by importing household data from SmartOffice directly into RightCapital.

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.

Export contacts from SmartOffice into Constant Contact's e-mail marketing platform to create effective campaigns quickly, and track campaign results in SmartOffice.

Import SmartOffice contacts into the FMeX advisor marketing platform to quickly create professional campaigns using prewritten, personalized, compliance-ready content.

Sync contacts and sets from SmartOffice to FMG Suite to create easy, effective e-mail marketing campaigns. Automatically import leads from your FMG Suite advisor website into SmartOffice.

The SmartOffice integration with Link gives advisors the power to communicate and share data with clients and their beneficiaries in a completely compliant way.

Export contacts from SmartOffice into MarketingPro's turn-key advisor e-marketing platform to quickly generate professional, fully automated campaigns.

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

Save time and reduce errors by automatically filling forms in Laser App using contact data from SmartOffice.

Our integration with Paperless Solutions Group (PSG) allows SmartOffice users to fill out life insurance applications automatically and accurately.

Export contact data from SmartOffice to Quik! Forms to make form-filling quicker, easier and more accurate.

SmartOffice integrates with Zinnia's VitalForms life underwriting forms retrieval solution.

Dictate notes by voice using Copytalk's secure transcription service and have those notes appear automatically as notes in SmartOffice.

Get direct access to SmartOffice contacts, calendar activities, reports, opportunities, policies, investments and other data using SmartOffice Anywhere on your iPad.

Get direct access to SmartOffice contacts, calendar activities, reports, opportunities, policies, investments and other data using SmartOffice Anywhere on your iPhone.

Dictate notes by voice using Mobile Assistant's secure transcription service and have those notes appear automatically as notes in SmartOffice.

Advisors can communicate with their clients via text and remain fully compliant using SmartOffice's integration with MyRepChat.

Access documents stored in Docupace directly from SmartOffice, and speed up client onboarding by pushing contact data from SmartOffice into Docupace forms.

Launch the etfile document management service directly from SmartOffice contacts and cases.

Launch the Laserfiche document management service directly from SmartOffice contacts.

Access Paperclip document folders directly from SmartOffice. Automatically create SmartOffice pending cases from scanned handwritten forms using Paperclip Mojo.

Access documents stored in ReadyDoc directly from SmartOffice and import/scan documents into ReadyDoc from SmartOffice.

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

Adar’s award-winning cloud-based network solution allows peace of mind by providing a highly secure, compliant, and scalable network. Access your workspace anywhere, backed by world-class 24x7 support, at a simple fixed per-user, per-month cost.

INNOVATIVE BUSINESS PROCESSING SOLUTIONS - Designed to simplify your workflow, boost productivity, and drive revenue.

FCI provides SmartOffice customers with MS Exchange contact/calendar sync and automated e-mail posting.

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.

We are a technology consulting firm that specializes in providing financial services organizations common sense practice management solutions.

Integrate SmartOffice into the Fusion Elements open-architecture asset management platform.

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.

Navigate seamlessly from SmartOffice to the Portfolio Pathway portfolio management application with a single login.

Keep advisor licensing data up to date electronically using SmartOffice's integration with the NAIC's National Insurance Producer Registry (NIPR).