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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

PROFIDA® stands out as our premier software solution, tailored for the diverse sectors within the Financial Services and Insurance Industry. For professionals such as insurers, underwriters, brokers, or advisers, it provides specialized features and support designed to enhance sophisticated practice management and elevate client service standards. Additionally, for clients managing larger or varied operations, PROFIDA® facilitates efficiency in handling high-volume business, opens avenues for cross-selling, and offers a comprehensive managerial perspective across all business units. With PROFIDA®, you can conveniently access your data through a standard browser interface, irrespective of your location, whether you're using a desktop, laptop, iPad, iPhone, or Android device. Our platform is compatible with Windows, Apple Mac, and Linux operating systems. Uniquely, it is the first software solution that serves both the life and non-life sectors, establishing PROFIDA® as the perfect software suite for any organization offering composite financial services products, thus positioning it as an essential tool for modern financial enterprises. Moreover, its versatility ensures that it meets the evolving needs of the industry effectively.

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

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

Integrations

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

Pricing Details

$1000 per month
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

Computer Science Software

Founded

1998

Country

South Africa

Website

www.profida.co.za

Vendor Details

Company Name

Zinnia

Founded

2005

Country

United States

Website

www.smartofficecrm.com

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Product Features

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