Profida

Profida

Computer Science Software
SmartOffice

SmartOffice

Zinnia
+
+

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About

PROFIDA® is our flagship software solution aimed at all sectors of the Financial Services and Insurance Industry. For you as an insurer, underwriter, broker or adviser this means specialized functionality and support to achieve high-sophisticated practice management and high-level client service. For our clients with bigger and different operating interests, this means achieving efficiency with high-volume business, cross-selling opportunities, and a holistic managerial overview of all business units. PROFIDA® offers ubiquitous access to your data via an ordinary browser interface from wherever you are. You can use your desktop computer, laptop, iPad, iPhone and Android devices. We support Windows, Apple Mac and Linux. It is the first software platform which is used in both, the life and non-life sector. Thus, making PROFIDA® the ideal software suite for any firm marketing composite financial services products.

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

Financial institutions and banks searching for a solution to manage their internal and customer operations

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

$1000 per month
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

Computer Science Software
Founded: 1998
South Africa
www.profida.co.za

Company Information

Zinnia
Founded: 2005
United States
www.smartofficecrm.com

Alternatives

Alternatives

IMPACT Insure

IMPACT Insure

RiskFree
Wealthbox

Wealthbox

Starburst Labs
i-underwrite

i-underwrite

Intelligent Life Technologies Limited
BITA Risk

BITA Risk

corfinancial
SohamLife

SohamLife

Dream Tekis Software
DXC Assure

DXC Assure

DXC Technology

Categories

Categories

Insurance Agency Features

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

Integrations

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

Integrations

AdvisoryWorld
BizClip
Broadridge 15(c) Board Reporting
Charles Schwab
Constant Contact
Docupace
Laserfiche
Microsoft 365
Microsoft Outlook
Microsoft Word
Morningstar
MyRepChat
Paperclip
PreciseFP
Riskalyze
TD Ameritrade
Zocks
Zoom
eMoney
etfile
Claim Profida and update features and information
Claim Profida and update features and information
Claim SmartOffice and update features and information
Claim SmartOffice and update features and information