Alternatives to SmartOffice
Compare SmartOffice alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to SmartOffice in 2026. Compare features, ratings, user reviews, pricing, and more from SmartOffice competitors and alternatives in order to make an informed decision for your business.
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1
NextAgency for Health & Life Insurance
Take44, Inc.
NextAgency is an agency management system with CRM and commission management tools for health, senior and life insurance agencies. NextAgency saves you time, money and clients by helping you: • Grow sales with powerful CRM tools to track prospects from lead to sale • Focus your team with shared notes and tasks that sync with your calendar • Improve customer service with our workflows and customer service reports • Keep commitments with follow-up tools like personal to-do lists for your entire team • Access the forms and files where and when you need them with our online agency library • Automatically assign your emails to your prospects and clients. • Get what you've earned with commission tracking tools and reports NextAgency is easy to use and simple to customize. Start a free trial today.Starting Price: $60 per seat per month -
2
Strunk
Strunk
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. -
3
Wealthbox
Starburst Labs
We make digital products that are vertically aligned for investors, advisors, broker-dealers, and financial brands. Wealthbox is beautifully designed CRM for financial advisors to manage client relationships and collaborate with their coworkers with ease. Stop squinting in a sea of data. With an easy-to-view layout and a quick note-taking interface, you can keep track of all phone calls, emails, files, and financial information. Monitor and engage your prospects and clients on social networks like Twitter to stay in context and keep current. Save time and be productive. Just click on a contact's phone number in Wealthbox and our system calls out to you and your contact for an instant telephone call. You can send, forward, and Bcc all emails to your private Wealthbox email dropbox address and they'll connect to the right contact record page of specific contacts in your account. -
4
BITA Risk
corfinancial
Powering the future of wealth management, supporting advisors, investment teams and governance divisions. BITA Wealth delivers a better client and advisor experience through improved insight, efficiency, oversight and control. BITA Risk®, with client AUM of over £160bn, is part of the corfinancial™ group. Its BITA Wealth application is innovative, award-winning software for high and ultra-high net worth wealth managers. BITA Wealth provides investment teams, advisors/managers, and governance divisions with the tools they need to develop and grow their businesses in a controlled way. Suitable for wealth management firms, broker-dealers, private banks, trust companies and family offices, BITA Wealth is designed as a series of modules. Multi-dimensional investor profiling, considering risk, suitability and ESG characteristics and preferences, then systematically matching these to a firm’s investment proposition. -
5
BimaGrow
BimaGrow
BimaGrow is a complete business growth platform designed for insurance advisors. From managing client data, policies, and renewals to tracking commissions and generating business insights, BimaGrow makes everything simple and organized. With powerful features like Lead Management, Policy Management, Renewal Reminders, Commission Tracking, Ledger, Business Reports, and AI-powered tools, advisors can focus more on sales and service rather than paperwork. BimaGrow also offers a lifetime free advisor website, unlimited editing, marketing posters, and vehicle/policy search to make your work smarter. You can even manage family groups, upsell or cross-sell policies, and unlock additional income opportunities through tie-ups. Whether you’re an independent advisor or running an agency, BimaGrow helps you save time, increase efficiency, and grow your insurance business with confidence.Starting Price: ₹2,999/year -
6
Altitude CRM
Altitude CRM
Altitude CRM is an AI-native platform built for financial advisors to manage clients, marketing, and growth in one place. It combines CRM, marketing automation, and practice management into a single intelligent system. Advisors can track every client interaction, automate follow-ups, and manage pipelines with Pathfinder AI. The platform includes contact management, opportunity tracking, workflows, calendar and email integration, reporting, and compliance tools. Altitude helps firms standardize service, improve efficiency, and uncover growth opportunities hidden in their data. With secure document storage, built-in analytics, and smart automation, Altitude transforms how advisors organize their work, serve clients, and scale their business.Starting Price: $79/user/month -
7
Kingdom Trust
Kingdom Trust
Kingdom Trust is a leading independent, qualified custodian specializing in innovative custody solutions and escrow services for individual and institutional investors. Clients include Self-Directed IRA and Solo 401(k) holders, single-member LLCs, family offices, investment advisors and advisory firms, broker-dealers, private equity funds, sponsors and other investment platforms (foreign and domestic). The firm’s institutional pooled investment vehicle (PIV) custody offering provides a customized solution for private equity, private debt, digital assets, venture capital and fund of funds. Kingdom Trust can custody qualified, taxable accounts and separately-managed accounts (SMAs) as well as government-regulated, FATCA-registered, and IRS-recognized 402(b) plans. This custody solution helps its clients meet SEC regulatory requirements. The firm provides opportunities for investment in alternative assets like digital currency, real estate, precious metals, private equity, etc. -
8
COMPLY
COMPLY
COMPLY is a modern compliance management platform built specifically for financial services firms. It centralizes regulatory requirements, automates manual workflows, and helps firms stay ahead of evolving regulations. By uniting data, solutions, services, and education, COMPLY empowers compliance teams to scale operations efficiently while reducing regulatory risk. The platform supports a range of functions—from regulatory filings and policy reviews to managed services—acting as an extension of your team. Designed for private funds, broker-dealers, wealth managers, investment banks, and more, COMPLY ensures firms operate in the best interest of investors and clients. With its easy-to-use interface and expert support, COMPLY delivers confidence, clarity, and control over compliance programs. -
9
Agency Master
Agency Master Insurance Software
Agency Master is a state-of-the-art insurance agency management software solution purpose-built for the trucking, equine, aviation, general commercial, and specialty lines. Cloud or local based, Agency Master promotes 100% paperless offices and delivers powerful capabilities that include workflow, certificates, accounting, ACORD and company-specific forms, integrated e-mail, reporting, carrier access, history, and more. Featuring an intuitive toolbar and task list, Agency Mater has everything an agency needs to seamlessly manage its client base. -
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Equisoft/centralize
Equisoft
Our insurance agency management system offers a powerful way to connect carriers' feeds, medical requirements, clients, policies, and other contracting and compliance systems to a single platform. Equisoft/centralize is an insurance agency management system connecting all stakeholders for streamlined insurance distribution and commission management. Our insurance agency management software powers your business with out of the box business processes built by industry insiders. Policies sold and commission projections are just a few of the key reports that track operations. Equisoft/centralize makes it easy to track leads, and highlight advisor sales productivity. Easily handle complex hierarchy structures to process payouts. Clearly identifies discrepancies between expected & received compensation. Support all commission structures, and custom compensation types. Full integration of all available insurance carrier and medical requirement company data feeds. -
11
Kay
Kay
Kay.ai is an AI-powered operational assistant designed specifically for insurance brokers, agencies, and underwriters to automate tedious back-office workflows and enable higher productivity. It works with your existing systems, including agency-management systems, carrier portals, email, PDFs, and CRMs, to complete tasks such as quoting commercial lines (BOP, GL, auto, property), renewing personal-lines books, generating ACORD forms, issuing certificates of insurance, updating policy records, and entering data across carrier websites. Kay is built to “log in, fill out forms and handle all the tedious data-entry work”, and supports workflows across 100 + carriers and any AMS/CRM without the need for heavy integrations. The platform allows users to delegate repetitive browser-based tasks, document processing, form-entry, and servicing work so that staff can focus on higher-value client interaction. -
12
Fusion Advisor
Fusion Advisor
Wealth Portal is Internet-based, and it works with any browser. It is portable and it works seamlessly with all existing systems and custodial or Broker/Dealer platforms. It gives one access to all financial accounts. Clients’ no longer need to access multiple sites. An Exchange confidential document with your clients is easier than ever, with just a few clicks and securely transmits files of any size. -
13
Third Eye
Third Eye Solutions
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! -
14
La Meer GRACE
La Meer
Work from Home (WFH) has become the new reality with the COVID Pandemic. Ability for staff to work from where ever they are, has become critical for organizations to continue operations, service clients and monitor risks. GRACE is here to help. La Meer’s cloud web based GRACE (governance, risk and compliance for the enterprise) platform comprises of industry specific solutions built by financial market experts for financial market regulations in banks, broker-dealers, wealth advisory, alternate investments and asset management firms. The comprehensive cloud based GRACE suite helps organizations and staff to offer seamless client service with comprehensive oversight, compliance, risk management and assurance for clients from where ever they are. The modular nature of the GRACE platform allows our clients to implement (and pay for) only the modules or functionality they need. -
15
RiskMatch
Vertafore
With over $130B of in-force premium, RiskMatch is the most comprehensive data and analytics platform that provides agencies and brokerages with actionable insights to grow their business. It supplies better recommendations, identifies specific revenue opportunities, and informs executive decisions resulting in increased growth and better relationships with customers and carriers. You're sitting on a treasure trove of data, but without the right tools you might as well be mining in the dark. Find out how RiskMatch can unlock your data, today. Agencies and brokers using RiskMatch have answers to these questions, they average 7% higher renewals and cross-sell 1.4 more products per customer. Analytics in Your Inbox gives producers and account managers valuable insights into renewal information, commission insights, and cross-sell opportunities. See your entire business in one place, in real-time, by office, producer, product, industry, insurer and premium band. -
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Patrina
Patrina
Stop juggling multiple systems to manage the core of your non-trading compliance. Patrina’s Integrated Compliance Suite is designed for Broker-Dealers, RIAs, and FCMS. A single, powerfully integrated platform, Patrina automates workflow and delivers a 360 view of your entire non-trading compliance program.The world is expanding, and so is your business. Companies adjust business strategies, switch gears, restructure, in order to stay competitive. Everything your business does today will impact tomorrow – but sometimes history can be lost with changes. Preserving records are in an integral part of running a successful business, and successful businesses demand serious Enterprise Records Management (ERM) systems. Whether your recordkeeping requirements are dictated by a regulatory agency or by internal shareholders, Patrina’s ERM system provides the power your business needs to consolidate and preserve all of your critical electronic records on a secure and globally accessible platform.Starting Price: $250 per month -
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PolicyFlow
PolicyFlow
Specialist insurance broking management software. Designed by insurance brokers, built by software engineers. Complete insurance policy administration software solution. Customer relationship management (CRM). Administer commercial and personal clients with multiple addresses and contact details. Track communication and drive marketing. Manage and track the status of multiple quotes and policies. Record detailed risk information. Automate quote requests from underwriters. Record, administer and report on insurance claims. Produce custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data with quick access to further detail. Ability to view multiple clients at a time. Visualize your client's location and plot geographic data such as flood and subsidence. Easy access to client information supports efficient customer service. Document processing and storage. Integrated workflow tasks, events and notes.Starting Price: $70 per user per month -
18
Gen4 Agency Management
Gen4 Systems
An agency management system the whole team will use. From sales management to agency CRM through workflow automation and online enrollment…one system the whole team will use. The Gen4 sales system has been custom built for insurance brokers, complete with all the fields and processes needed to grow your agency. Managing an insurance pipeline is a little different than other industries. Pipelines by stage, closure date, and renewal date provide the different views needed to grow a successful insurance agency. Log sales calls, include meeting notes, hot button issues, schedule follow-ups and voice dictated notes from your phone or tablet. Access your sales notes on your smart phone walking into a client meeting or review your pipeline at lunch on your tablet…your sales system goes where you go.Starting Price: $195 per month -
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Accredited.AM
Accredited.AM
The Accredited.AM website is provided by North Capital Investment Technology Inc. (“NCIT”). Verification services are provided by North Capital Private Securities Corporation (“NCPS”), a wholly-owned subsidiary of NCIT registered as a broker-dealer and member of FINRA and SIPC. Because NCPS is a registered broker-dealer, issuers and platforms can rely upon our verification letter for compliance with the verification requirement of rule 506(c), under the SEC’s safe harbor guidance. Accredited.AM is a free service for you to obtain verification of your accredited status as required by federal law to invest in private placements. Your verified status allows you to invest through a growing list of online platforms and financial institutions. We safeguard your privacy and confidential information. Once verified, you can invest through a wide variety of online platforms and financial institutions, without disclosing further confidential information about your income or assets.Starting Price: Free -
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Agentero
Agentero
Independent insurance agents use Agentero to boost their revenue, save time, and deliver a superior customer experience. We integrate with your current technology to modernize your operations and position you for growth. It's a singular solution that puts you in control. Give your agency more: -Predictive pipeline. -Smart workflows. -Branded app. We innovate on behalf of independent agencies, building new solutions and making sure all your technology is in tip-top shape. Predictive pipeline converts existing data into actionable insights. You get a data-fueled pipeline that proactively surfaces cross-sells, up-sells, and other opportunities - at the right moments, so you know exactly how to use your time. Smart workflows let you work more efficiently. You get a powerful layer of client interaction tools to streamline communication, automate mundane tasks, and cut down on busy work.Starting Price: $99 per month -
21
SmartModels
Intuitive Analytics
SmartModels™ is a state-of-the-art financial analytic suite that solves a variety of complex financial and business workflow problems common in public and corporate finance. SmartModels™ is installed as a Microsoft® Excel® add-in using Microsoft® .NET and Microsoft® Visual Studio Tools for Office technology. Exposure Management LLC provides an SSL encrypted, highly secure extranet for the SmartModels™ user. By logging in, a business can track software usage, and perform administrative tasks such as update passwords, add clients, and access software license information. Intuitive Analytics has worked with states and state agencies, municipalities, transportation authorities, 501c3s, investment banks, financial advisors, and other for-profit companies on a variety of projects involving cash flow analysis, software development, and financial consulting. SmartModels™ is a state-of-the-art financial analytic suite that solves a variety of complex financial and business workflow problems.Starting Price: $300 per month -
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OneLink
Intruity
OneLink was created with the agency owner in mind. We were born out of the desire to obtain a more comprehensive and advanced technology base for the insurance industry. OneLink leads the industry as a complete and diversified solution. OneLink gives you complete control of your agency. Easily create hierarchies and manage user access. Keep track of potential clients as well as repeat business. Spot new opportunities to expand your insurance services, all in the same system. Track payments and process commissions with ease. OneLink can handle both manual and automatic processing, and is totally customizable. OneLink generates multiple reports containing production data, policy summaries, call performance and commission tracking. OneLink provides this data almost instantaneously. We recognize the insurance industry requires a unique set of functionality when it comes to lead management. OneLink uses ForcedLead technology to support your agency with up to date contact opportunities. -
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Benelinx
Benelinx
Benelinx is a cloud-based agency management platform designed specifically for employee benefits insurance brokers to manage sales, client relationships, and policy operations in a unified digital system. Built on the Salesforce platform, it combines CRM capabilities, workflow automation, and insurance-specific data management into a single environment that supports the entire lifecycle of employee benefits services—from prospecting and quoting to policy management and renewal. It replaces fragmented tools and manual processes with integrated workflows that streamline agency operations, eliminate duplicate data entry, and centralize information across teams. Benelinx includes an integrated quoting engine, a customizable market plan library, and an automated document generator that allows brokers to move from quote to proposal and finalized sale much faster than traditional manual processes. -
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AgencyBloc AMS+
AgencyBloc
#1 Recommended Insurance Industry Growth Platform AgencyBloc's Plus Suite of industry-specific solutions helps health, senior, and benefits agencies organize their data, ensure compliance, automate workflows, manage clients and policies, and much more—effectively removing roadblocks for sustainable growth.Starting Price: $109.00/month -
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Cluda
Cluda
Cluda is an AI-powered insurance policy analysis, comparison, and renewal automation platform designed to help brokers and insurance professionals streamline their back-office workflows by eliminating manual checks, reducing errors, and speeding up key tasks. It uses intelligent document ingestion to upload and standardize complex policy documents in formats like PDF and Word, automatically extracts key data and clauses using advanced OCR and AI, and generates clear side-by-side policy comparisons that highlight differences in coverage, exclusions, and terms with direct links back to the source documents for verification, reducing the risk of missed changes and compliance issues. Cluda also maps extracted and compared data into branded renewal reports using firm-specific templates, saving hours of manual reporting and enhancing client communications, and it supports an AI-driven assistant for coverage queries and policy insights. -
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Strad Pro
Strad Pro
Strad Pro is a cloud-based Family Office CRM designed for professional advisors, such as financial advisors, attorneys, tax specialists, and insurance agents, to provide a virtual family office experience for clients at any wealth level. It offers a 360° view of each client’s assets, liabilities, and legal documents, plus centralized task management, customizable workflows, and a secure document center. A shared client-and-advisor portal enables collaborative interaction among all professionals involved. It also includes white-label marketing tools (digital and print) and is SOC 2 Type 2 certified for data security and privacy. Strad Pro empowers advisory teams to coordinate seamlessly, streamline operations, enhance client experience, and expand services by offering family office–style support. -
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Zywave’s view on technology is bigger and bolder than ever. Hear what our CEO, Jason Liu, has to say about our recent acquisition and how Zywave is driving innovation in the insurance space to help you increase efficiency and boost your bottom line. Find out how our technology puts time back in your day and allows you to focus on what’s most important – advising your customers. Using our sales management and client delivery solutions, combined with our unparalleled content offering, you can deliver an exceptional customer experience. Break the mold of the traditional benefits broker. Whether you need help with health care analytics, compliance, content, or HR, we have the solutions you need to be a trusted advisor. Become an indispensable consultant to your customers. Use our risk management, mod analysis, compliance, and content solutions to provide strategic guidance and set your agency apart.
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ORTEX
ORTEX
ORTEX is a comprehensive financial analytics platform that provides real-time data and analysis to empower investors and traders to make informed decisions. The platform offers a wide array of data, including short interest sourced from a vast pool of agent lenders, prime brokers, and broker-dealers, delivering intra-day and historical metrics such as days to cover, shares on loan, utilization rate, cost of borrow, and free float on loan. ORTEX brings you the most timely and accurate Short-interest data available. ORTEX short interest data is sourced from the world's largest combined pool of agent lenders, prime brokers, and broker-dealers who submit their inventory. ORTEX provides intra-day and historical data for days to cover, shares on loan, utilization rate, cost of borrowing, and free-float on loan. ORTEX also provides all relevant US exchange data and relevant institutional short holdings flags so users can access all the information available in one place. -
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Securrency
Securrency
Securrency is powering global digital assets marketplaces with compliance-aware tokenization, as well as account management services, liquidity settlement, analytics, and reporting for asset issuers, brokers, exchanges, and banks. Our blockchain-based, institutional-grade capital markets platform is designed with a unique, patented compliance-aware token framework. It meets the high regulatory, liquidity, and performance requirements of market-leading financial institutions. Tokenize any asset with the industry's most comprehensive, patented compliance technology, expand investor access, and unlock the value of digital assets with Securrency’s capital markets platform. Asset managers, banks, broker-dealers, wealth managers, and marketplace operators can accelerate their adoption by tokenizing any asset in a compliant way. Blockchain-enabled digital assets are the future for public markets, bringing greater efficiency and automating compliance. -
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Novidea
NOVO IDEA SOFTWARE
Advanced insurance software solutions for distributors who want increased profitability satisfied customers. Clarity and confidence for brokers, MGAs and insurers. Created specifically for insurance professionals, Novidea is the insurance software solution that turns your data into insights you can act on. With real-time visibility into every aspect of your insurance business, clear reports, and powerful analytics tools, your brokers can close more sales and improve customer relationships. We just completed a survey of brokers, agents, insurers and MGA's, and the results reveal some surprising contradictions. The report underscores how far tech perceptions are from tech reality - and how we can close the gap. We're an An end-to-end broker and agency insurance software solution that makes success simpler. One Unified View. 360-degree, front- and back-office visibility into the entire customer journey. Actionable Intelligence. On-demand insights, reports, and dashboards. -
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JET Insure
JET Health Solutions
Successful insurance companies use our SaaS platform to deliver a branded shopping experience, automate policy administration and foster collaboration across customers, brokers and healthplan teams. Power your business with our best-in-class platform and bring velocity, agility, efficiency and compliance across your organization. Never miss an opportunity to win a customer by effectively presenting your list of health plans and insurance products. Boost process efficiency, orchestrate work queues to keep business operations running smoothly, and improve client follow-ups. Save time by letting JET Insure keeping track of events so that you could focus on the core business activities. Let us show you how we can optimize your business for current and future healthcare needs – and how our product can help you grow faster. -
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Partner Platform (Partner XE)
Strategic Insurance Software, LLC
Partner Platform’s agency management system (Partner XE) is praised by clients for its ease of use, breadth of capabilities, and long-term affordability. Built for the agency that cares about community values and is tired of the status quo of overly complex management systems, you’ll find Partner Platform is supported by a team that you can count on and lives their values of being a partner. Easily manage the entire life-cycle of your agency’s client relationship from pre-sales to servicing to renewal in a unified system that has sales and marketing, client, policy, and financial management, agency-branded mobile app, integrated text messaging, data analytics, web solutions, and integrations with third-party tools and industry partners. -
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Agency Matrix
Zywave
The agency management system your agency needs to maximize efficiency, productivity, and sales. As an independent insurance agency, you need one of the best agency management systems, with cutting-edge technology, an easy-to-use interface, and dedicated support. Agency Matrix is committed to delivering insurance software solutions that meet these criteria and will help you reach your business goals. Agency management doesn't have to be hard. Agency Matrix reduces the time you spend on tasks like x-date tracking, accounting reports, sweep tracking and reconciliation, and providing client service. This gives you more time to focus on increasing production. Save time and money with automated reporting and telephone integrations that automatically launches a client’s account based on the incoming phone number. -
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OTC Link ATS
OTC Markets
To create better informed and more efficient financial markets, we organize securities into three markets based on the quality and quantity of information companies disclose. Through OTC Link® ATS, our SEC-regulated investors have access to data on 11,000+ securities through multiple channels including Bloomberg, REDI Technologies and Thomson Reuters. Alternative Trading System, we connect leading U.S. broker-dealers to provide liquidity & execution services for securities on our markets. Through OTC Link ATS, our SEC-regulated alternative trading system, we connect leading U.S. broker-dealers to provide liquidity & execution services for securities on our markets. Companies choose to qualify for our OTCQX or OTCQB markets or are by default traded on Pink. Corporate Service products provide companies with solutions to better engage and inform investors. -
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WorkSmart
Vertafore
WorkSmart is Vertafore’s enterprise content and workflow management solution designed specifically for insurance agencies. It helps agencies operate efficiently and manage large volumes of work by providing a comprehensive view of their workflows. With a modernized interface, WorkSmart makes every employee’s job easier within the easy-to-use and intuitive system. Best practice workflows and key integrations allow employees to get more done in less time. It enables collaboration on workflows remotely, allowing agencies to service customers quickly. WorkSmart provides insights into where processes work and where bottlenecks are, helping agencies understand and improve their operations. It ensures data security and software updates, giving agencies peace of mind. WorkSmart integrates with Vertafore’s AMS360, Sagitta, and BenefitPoint management systems, aligning work with staff’s areas of expertise. -
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Adenza
Adenza
We create and deliver market-leading solutions to help you optimize investment, unlock value and drive growth. Our end-to-end trading, treasury, risk management and regulatory compliance solutions enable financial institutions to consolidate and streamline their operations. We serve global, central and regional banks, broker-dealers, insurers, asset managers, pension funds, hedge funds, stock exchanges and clearinghouses, securities services providers and corporates. Our targeted solutions and services are powered by exceptional people driving innovation at scale. Risk and regulatory reporting solutions. Meet your immediate regulatory reporting requirements while creating long-term value. Front-to-back solutions for capital markets and treasury. Single source of truth, enabling quicker decision-making and efficient operational processes. You're fighting an uphill battle to manage huge volumes of trades through the transaction life cycle. -
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dub
dub
dub is a social investing platform that enables users to automatically mirror the investment portfolios of other users, including financial influencers, hedge fund managers, and politicians, through its innovative copy-trading feature. By opening a brokerage account with dub, an SEC-registered broker-dealer and member of FINRA, users can select from over 200 creators to copy-trade, with their accounts executing trades in real-time to match the portfolio creator's actions. It offers portfolios that track the activities of notable figures such as Nancy Pelosi and Jerome Powell, and it is constructed based on publicly filed financial disclosures. Users can also become creators themselves by making their portfolios public, which requires a minimum $1,000 personal investment, allowing others to copy their strategies. dub emphasizes transparency, with followers able to view trading history, performance metrics, and risk profiles of creators. -
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AgencySmart
AgencySmart
AgencySmart is cloud-based, which means you have access to your client information from wherever you are, with any web-connected device. Answer client questions, make calls based on when they are up for renewal, track what they are doing. Tracks and alerts you about client and prospect policy renewals. Tracks service issues and alerts you when issues need immediate attention. Tracks enrollment, termination and change processes. Tracks dependents turning 26 or aging out. Tracks employees and dependents turning 65 (Medicare eligible). Tracks and alerts you about to-dos and calendar events. Complete audit tracking so you know who is working on what. Helps you cross-sell and stay compliant. Send clients and prospects renewal and other reminders. Send important information about plan changes. Send notes/cards for birthdays, holidays and other important events. Shows all the cross-sale opportunities that exist.Starting Price: $49 per month -
39
BlazePortfolio
BlazePortfolio
Implement complex models and monitor asset allocations across portfolios with ease. Manage order flow across multiple custodians, asset and security classes. Achieve Simple Tax Alpha with Tax Harvesting and Location Optimization. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Easily connect with a wide variety of portfolio accounting, reporting, custodian and execution systems. Features designed to ensure trading compliance and data accuracy. BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker-dealers, family offices, and industry partners. Manage order flow across multiple custodians, asset and security classes. Stay on top of cash balances with simple yet powerful tools for daily cash management and intra-day cash monitoring. Implement complex models and monitor asset allocations across portfolios with ease. -
40
Renaissance
Quest CE
Renaissance is our all-in-one compliance management system (CMS) that helps simplify the process of assigning important compliance tasks to your broker-dealers and/or investment advisors. The Renaissance system’s main dashboard features an icon-driven menu structure that guides users to their most time-sensitive compliance tasks. Our dynamic reporting dashboard makes it easy to align your compliance program objectives with your overall risk management strategies. User access rights can be mirrored after your firm’s internal hierarchy to ensure the right people have access to the right information. Create, manage and execute targeted emails based on the status of your user’s activity. Emails can be scheduled to go out daily, weekly or monthly. Our system is completely mobile compatible, allowing your users to access it from any internet-accessible laptop, tablet or smartphone. -
41
PwC SMART
PwC
PwC SMART (Systematic Monitoring and Review Technology) increases the efficiency and effectiveness of your inpatient and outpatient coding quality evaluation process, and enables a mechanism for quality and compliance review. Coupled with the support provided by PwC Health Information Advisory, SMART bolsters your efforts to monitor coding and data quality. SMART Inpatient includes 1,000+ pre-defined business rules that identify potential coding inaccuracies and documentation improvement opportunities. You can also customize business rules for your specific areas of focus. Reporting and data analysis help you evaluate your staff’s performance and pinpoint education opportunities for Coding, Clinical Documentation Improvement (CDI), Quality and Providers. SMART Outpatient improves the accuracy of claims and identifies charge capture issues and areas for workflow improvements. It also improves regulatory compliance by decreasing the risks caused by inaccurate coding. -
42
Noldor
Noldor
A data-agnostic approach to aggregation. Noldor directly integrates with MGAs regardless of tech stack to unlock unprecedented opportunities for MGAs, reinsurance brokers, and carriers/reinsurers alike. Noldor connects with best-in-class carriers, Lloyd’s syndicates, and Bermuda reinsurers around the world. Our continuous underwriting engine uses AI/ML to provide daily oversight on your book of business, uncovering hidden drivers of loss ratio. Reduce back office expenses by automating bordereau reporting, contract management, and other applied data applications. Bank-level encryption and API integrations help to improve cyber risk and ensure regulatory compliance with multiple international jurisdictions. Gain peace of mind when giving away the pen. With daily level transparency enabling you to put the program underwriter just outside your door. Turnkey access to program data via API, enabling capital providers to grow their business without blowing out their expenses. -
43
PreIPO
PreIPO
PreIPO® is an innovative global fintech brand. This disruptive private equity platform is uniquely designed to optimize distribution, maximize liquidity and democratize the capital formation process for issuers, intermediaries, and investors. PreIPO is a hub for Investors (accredited investors & qualified purchasers, on-shore and off-shore/family offices), to view & seamlessly transact in pre-IPO deals. We work with financial services industry professionals such as investment bankers, broker-dealers, private equity, hedge funds, and venture capital to list their offerings. Access the PreIPO platform for cutting-edge technology, proprietary tools, and insights to optimize distribution, maximize liquidity and democratize the capital formation process for issuers, intermediaries, and investors. -
44
AgencyPro
Agency Software
Our Flagship product, AgencyPro™ for Windows, has ALL of the tools you need to run a virtually "paperless" insurance agency. With optional Download Module, you can automatically download client and policy information from your Carriers or rating vendors in ACORD® Level 3 format. Saves unnecessary data entry and prevents E&O. AgencyPro is considered to be one of the most comprehensive agency bill insurance accounting systems available anywhere. It is a full agency accounting system including client A/R, rep and company payables, direct bill reconciliation, invoicing and receipts. It works on either cash or accrual basis and produces all necessary financial statements including a Balance Sheet, Income and Expense Report and a Trial Balance. It also includes all of the features of EZAgent. Our staff of agency accounting experts are the best 'hand-holding' department in the industry. -
45
Sofistic.AI
Sofistic.AI
Sofistic.AI is an AI-native smart wealth management platform that centralizes and analyzes financial data to give wealth advisors, family offices, and financial institutions a unified, visual view of their clients’ total wealth across accounts, custodians, planning tools, and off-book assets, replacing spreadsheets and fragmented systems with dynamic dashboards, interactive insights, and real-time intelligence. It consolidates both sides of the balance sheet into a 360° wealth dashboard that displays liquid holdings, private assets, businesses, insurance, real estate, liabilities, and cash flows, while smart forecasting tools project future trajectories using real-time data and scenario simulations to support informed decisions. Sofistic.AI augments human expertise with AI-driven insights via Sofi, surfacing key risks, opportunities, and recommendations proactively, and SofiChat, a natural-language conversational assistant that lets users query their data in plain language. -
46
Zywave Analytics Cloud
Zywave
Become a strategic business consultant for your clients. Help your clients evaluate their claims, workers’ compensation losses, health plans and more by using the solutions available in the Zywave Analytics Cloud. Show every partner—not just your top clients—how invested you are in their business’s success. Highlight your agency’s analytics capabilities and deliver targeted, cost-saving advice by leveraging powerful reporting and analytical tools. Reveal hidden health care costs, model potential plan design changes and deliver targeted cost-saving solutions using the powerful tools in Decision Master Warehouse + PlanAdvisor. Open your prospects’ and clients’ eyes to the impact of the mod, and identify cost drivers and trends using the sophisticated analytics in ModMaster. Discover root causes of auto, property, workers’ compensation and general liability claims with the easy-to-use reports in RALLE Warehouse. -
47
Profida
Computer Science Software
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.Starting Price: $1000 per month -
48
Xanatek
Xanatek
An intuitive system based on the latest technology — bundled with unlimited training and support. Our mission is to ensure you get maximum value from your agency management system. We specialize in solutions for small and medium-sized agencies with a single focus on customer service. Xanatek was founded by Brent Sheppard—a former insurance agent—who realized there was an opportunity for agents to get more value out of their management systems. Brent saw an opportunity to create an easy-to-use management system and bundle it with support and training at a value-based price. His goal: give small and mid-sized agents the systems they need to run and grow their businesses while providing the right support to enable them to fully utilize the technology. Today, the company, which has been in business since 1995, helps independent agents better run their businesses with our advanced, cloud-based agency management system. Using our system, agency staff can access critical client data.Starting Price: $795.00/one-time -
49
BrokerEdge
Damco Solutions
BrokerEdge by Damco is a full-fledged, end-to-end insurance broker software. It helps brokers from all lines of insurance unlock the power and potential of automation and connectivity. Designed to help brokers work more efficiently, productivity, and accurately, BrokerEdge benefits customers, brokers, and insurance agencies- all at the same time. Brokers can leverage the centralized platform to automate and simplify day-to-day workflows like customer database maintenance, lead tracking, policy updating, and more. Apart from modules for automated marketing, lead management, commission tracking, and policy administration, the leading insurance broker software also boasts a cutting-edge customer service portal and mobile application to offer unmatched scalability and flexibility. The capabilities offered by BrokerEdge will not just drive the bottom line but also remove bottlenecks and ensure seamless workflows. -
50
Ivans Insights
Ivans
Ivans Insights is a solution unlike anything else available in the insurance industry that gives you the agency insights you need. This tool provides a simple, powerful, and efficient way for carriers to search multiple data points that provide valuable business and performance insights. Gain access to agency information that matters to you when making partner decisions. Search and find agencies with the type of business that fits with your goals. Learn about your agency’s download business and what its strengths are. Search among your current partner agencies to target opportunities for success and potential issues based on details you won’t easily find anywhere else. Fuel growth with new and existing partners. Search for new agencies based on what’s important to your market segment, book of business attributes, policy details, location, and key performance indicators. We provide you with monthly reports that include the agency details.
