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ease
features
design
support

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Description

Securrency is revolutionizing the global digital asset marketplace by offering compliance-focused tokenization, along with comprehensive services for account management, liquidity settlement, analytics, and reporting tailored for asset issuers, brokers, exchanges, and banks. Our capital markets platform, built on blockchain technology and featuring a patented compliance-aware token framework, is specifically engineered to fulfill the stringent regulatory, liquidity, and performance standards set by leading financial institutions. By utilizing Securrency’s advanced capital markets platform, users can tokenize any asset thanks to the industry's most robust compliance technology, thereby broadening investor access and realizing the full potential of digital assets. Financial entities such as asset managers, banks, broker-dealers, wealth managers, and marketplace operators can expedite their compliance-driven asset tokenization efforts seamlessly. The emergence of blockchain-enabled digital assets heralds a new era for public markets, enhancing operational efficiency and facilitating automatic compliance measures, which are essential for future growth and innovation in the financial landscape.

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
Microsoft 365
Microsoft Excel
Microsoft Outlook
Microsoft Word
MoneyGuide
MyRepChat
NaviPlan
Paperclip
PreciseFP
RightCapital
Riskalyze
TD Ameritrade
Zocks
Zoom
eMoney

Integrations

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

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

Securrency

Country

United States

Website

securrency.com

Vendor Details

Company Name

Zinnia

Founded

2005

Country

United States

Website

www.smartofficecrm.com

Product Features

Product Features

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