SmartOffice

SmartOffice

Zinnia
+
+

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About

We’re the most efficient, most accurate AI-powered software suite for all your RIA and broker-dealer compliance needs. Automated marketing review powered by our own ComplianceGPT. Upload dozens of document types and receive compliance recommendations in under a minute - saving you (and your marketing team) hours of back and forth. Set up employee brokerage accounts once, and take advantage of automated reporting, pre-clearance, and reviews as necessary. We assist with employee onboarding to make this process effortless. Political contributions, gifts, outside business activity, updates to your code of ethics, compliance manual, and more. Employees have their own login to the intuitive Hadrius UI to make reporting and signing documents easy.

About

SmartOffice is a cloud-based CRM & AMS tailored for financial professionals, advisors, agents, BGAs, RIAs, and broker-dealers, offering comprehensive tools to manage client relationships, workflows, data, and compliance. It includes contact management, investment & policy tracking, and time & calendar management, along with opportunity tracking and dynamic reporting. SmartOffice emphasizes cybersecurity and compliance to protect client data and integrate smoothly with Office 365 (Outlook, Excel, Word) and other sales, financial-planning, insurance, and marketing platforms. It supports key features such as centralized client history, sharing among staff, secure data access from anywhere, and structured administration of membership or agency operations through its agency management system. The platform is designed for established practices seeking to consolidate tools and visibility into opportunity pipelines, reporting, and workflow efficiency.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies searching for a next-gen platform that automates the entire SEC ongoing compliance process

Audience

Financial advisors, insurance agents, RIAs or broker-dealers in search of a tool to track client policies, investments, opportunities, calendars, and reporting

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Hadrius
United States
www.hadrius.com

Company Information

Zinnia
Founded: 2005
United States
www.smartofficecrm.com

Alternatives

Alternatives

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Wealthbox

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My Insider

My Insider

MyInsider
BITA Risk

BITA Risk

corfinancial

Categories

Categories

Integrations

BizClip
Broadridge 15(c) Board Reporting
Charles Schwab
Laserfiche
Microsoft 365
MoneyGuide
Morningstar
MyRepChat
NaviPlan
PreciseFP
RightCapital
Riskalyze
Slack
Telegram
WeChat
WhatsApp
Zocks
Zoom
eMoney
etfile

Integrations

BizClip
Broadridge 15(c) Board Reporting
Charles Schwab
Laserfiche
Microsoft 365
MoneyGuide
Morningstar
MyRepChat
NaviPlan
PreciseFP
RightCapital
Riskalyze
Slack
Telegram
WeChat
WhatsApp
Zocks
Zoom
eMoney
etfile
Claim Hadrius and update features and information
Claim Hadrius and update features and information
Claim SmartOffice and update features and information
Claim SmartOffice and update features and information