SmartOffice

SmartOffice

Zinnia
+
+

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About

We offer great tools to automate and streamline compliance and risk management for banks, credit unions, financial advisors, broker-dealers, collection agencies, etc. If you provide online services, your clients are likely to want a SOC2 review or the like, and even if they don’t, your team/board will sleep better knowing you have a well-organized, well-documented compliance program in place. Our tools can help healthcare firms assess existing compliance with HIPAA requirements, manage policies to ensure compliance, and periodically test for adherence. Our family of risk assessment tools automates the complex task of documenting your organization’s current risk profile against relevant risk frameworks like SOC2, HIPAA, or regulatory requirements. In addition to our consulting services, our hosted ODP software is packed with even more features than ever to ensure the success of your program.

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

Enterprises seeking a tool to streamline their risk management process and improve compliance and productivity

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

Strunk
United States
strunkaccess.com

Company Information

Zinnia
Founded: 2005
United States
www.smartofficecrm.com

Alternatives

Alternatives

Wealthbox

Wealthbox

Starburst Labs
BITA Risk

BITA Risk

corfinancial

Categories

GRC

Categories

Integrations

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

Integrations

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