SmartOffice

SmartOffice CRM is a cloud-based customer relationship management and agency management system (AMS) designed specifically for financial professionals like insurance agents and broker-dealers. It helps businesses manage client data, track investments, automate workflows, and generate reports to gain a complete view of their clients' financial situations and to drive business growth.

Envestnet’s Ebix integration provides Single Sign-On from the Envestnet LaunchPad. Additional account data is delivered to Ebix via daily files.

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