Third Eye

Third Eye

Third Eye Solutions
SmartOffice

SmartOffice

Zinnia
+
+

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About

Our Premium Finance Software goes beyond quoting and billing. Its an enterprise loans management system providing for cash management, receivables tracking, income monitoring, client servicing, compliance and financial reporting. Gain peace of mind with an enterprise-grade solution designed specifically to handle the workflow and scenarios associated with payment plans for healthcare. Custom built for Realtor Commission and Commission Advances; our platform focuses on reducing operations overhead while maintaining superior relationship management with your clients. A single platform connecting service providers, dealers, carrier and clients; offer tailored payment plans; service the contract and stay on top of the business. Third Eye Solutions’ undisputed industry knowledge, state-of-the-art technology platforms, and ability to guarantee rapid speed to market have made us the leader in the industry. Our commitment to our clients is unparalleled!

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 solution to manage and improve their financial 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

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

Third Eye Solutions
Founded: 2001
Canada
www.thirdeyesolutions.com

Company Information

Zinnia
Founded: 2005
United States
www.smartofficecrm.com

Alternatives

Alternatives

LendFoundry

LendFoundry

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Wealthbox

Wealthbox

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Precision LM

Precision LM

SS&C Technologies
BITA Risk

BITA Risk

corfinancial
HES LoanBox

HES LoanBox

HES FinTech

Categories

Categories

Commercial Loan Features

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

Insurance Agency Features

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

Loan Origination Features

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

Loan Servicing Features

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

Integrations

AdvisoryWorld
BizClip
Broadridge 15(c) Board Reporting
Constant Contact
Docupace
Laserfiche
Microsoft Excel
Microsoft Outlook
Microsoft Word
MoneyGuide
Morningstar
MyRepChat
NaviPlan
Paperclip
PreciseFP
RightCapital
TD Ameritrade
Zoom
eMoney
etfile

Integrations

AdvisoryWorld
BizClip
Broadridge 15(c) Board Reporting
Constant Contact
Docupace
Laserfiche
Microsoft Excel
Microsoft Outlook
Microsoft Word
MoneyGuide
Morningstar
MyRepChat
NaviPlan
Paperclip
PreciseFP
RightCapital
TD Ameritrade
Zoom
eMoney
etfile
Claim Third Eye and update features and information
Claim Third Eye and update features and information
Claim SmartOffice and update features and information
Claim SmartOffice and update features and information