Integration Features for Broker-Dealers
E-mail Archiving for Outlook/Exchange
SmartOffice automatically archives the e-mails your staff and reps send in the course of daily business. Our integration with Microsoft Outlook/Exchange helps you maintain a strong audit trail for compliance reviews and audits.
Accelerated New-Account Opening
Opening accounts for new clients is a lot faster when you can push the relevant data directly into the right forms. SmartOffice does this thanks to its integrations with systems like Docupace Starting Point and Fidelity Wealthscape.
Cybersecurity Policy Enforcement
Our partnerships with cybersecurity experts OS33 and FCI help broker-dealers implement iron-clad information security programs to guard against data breaches and other cyber attacks.
Expert Processing of Data Feeds
SmartOffice automatically updates clients’ portfolios by pulling in securities and annuity/insurance data feeds from providers like Fidelity, Pershing, Schwab, DTCC, and others. Give your advisors the most complete picture of their clients’ finances possible.
Fast Planning & Portfolio Management
SmartOffice works seamlessly with popular advisor tools like eMoney, MoneyGuidePro, Albridge, Riskalyze, and more. That means your reps can do the financial analysis, planning, and reporting that clients demand more quickly.
Policy Data in Salesforce
Already using Salesforce as your CRM? Our app embeds SmartOffice’s life insurance and annuity quoting, underwriting and servicing tools directly inside Salesforce. Advisors can access quotes, illustrations, policy details and more directly from a client’s Salesforce record.