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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Our Premium Finance Software offers more than just quoting and billing; it serves as a comprehensive enterprise loan management system that facilitates cash management, receivables tracking, income oversight, client service, compliance, and financial reporting. Enjoy the reassurance that comes with an enterprise-grade solution crafted specifically to navigate the complexities of payment plans in the healthcare sector. Specifically tailored for Realtor Commission and Commission Advances, our platform prioritizes the reduction of operational overhead while enhancing relationship management with clients. This all-in-one solution seamlessly connects service providers, dealers, carriers, and clients, enabling customized payment plans, effective contract servicing, and meticulous business oversight. With Third Eye Solutions' unmatched industry expertise, cutting-edge technological platforms, and commitment to delivering swift market entry, we stand as leaders in our field. Our dedication to our clients is truly exceptional, ensuring they receive unparalleled service and support.

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
BizClip
Broadridge 15(c) Board Reporting
Charles Schwab
Laserfiche
Microsoft 365
Microsoft Excel
Microsoft Word
MoneyGuide
Morningstar
MyRepChat
NaviPlan
Paperclip
PreciseFP
RightCapital
TD Ameritrade
Zocks
Zoom
eMoney
etfile

Integrations

AdvisoryWorld
BizClip
Broadridge 15(c) Board Reporting
Charles Schwab
Laserfiche
Microsoft 365
Microsoft Excel
Microsoft Word
MoneyGuide
Morningstar
MyRepChat
NaviPlan
Paperclip
PreciseFP
RightCapital
TD Ameritrade
Zocks
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

Third Eye Solutions

Founded

2001

Country

Canada

Website

www.thirdeyesolutions.com

Vendor Details

Company Name

Zinnia

Founded

2005

Country

United States

Website

www.smartofficecrm.com

Product Features

Commercial Loan

Asset Management
Audit Trail
Complex Debt Structures
Dashboard
Document Management
Exposure Management
Lead Management
Pipeline Management
Risk Management
Trend Analysis

Insurance Agency

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

Loan Origination

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Product Features

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