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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

To enhance the efficiency and knowledge of financial markets, we categorize securities into three distinct markets according to the quality and amount of information that companies share. Our SEC-regulated investors can access data on over 11,000 securities via multiple platforms such as Bloomberg, REDI Technologies, and Thomson Reuters through OTC Link® ATS. By functioning as an Alternative Trading System, we facilitate connections among prominent U.S. broker-dealers to ensure liquidity and execution services for securities within our markets. Companies can opt to qualify for either our OTCQX or OTCQB markets, while those that do not meet the criteria are automatically traded on Pink. Additionally, our Corporate Service products offer companies effective solutions to enhance their engagement with and information dissemination to investors. This comprehensive system is designed to foster a more transparent and informed trading environment.

Description

SmartOffice is a cloud-centric CRM and AMS specifically designed for financial professionals, including advisors, agents, BGAs, RIAs, and broker-dealers, providing a wide array of tools for managing client interactions, workflows, data, and adherence to regulations. Key functionalities encompass contact management, tracking of investments and policies, as well as time and calendar management, in addition to opportunity tracking and advanced reporting capabilities. Prioritizing cybersecurity and compliance, SmartOffice safeguards client information while ensuring seamless integration with Office 365 (Outlook, Excel, Word) and various sales, financial planning, insurance, and marketing platforms. It boasts essential features such as centralized client histories, staff collaboration, secure remote data access, and organized management of agency operations through its agency management system. The platform is particularly beneficial for established practices aiming to streamline their tools and gain enhanced visibility into opportunity pipelines, reporting processes, and overall workflow efficiency. With its robust functionalities, SmartOffice presents a comprehensive solution for financial professionals focused on optimizing their operational effectiveness.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

OTC Markets

Country

United States

Website

www.otcmarkets.com/otc-link

Vendor Details

Company Name

Zinnia

Founded

2005

Country

United States

Website

www.smartofficecrm.com

Product Features

Product Features

Alternatives

Alternatives

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