SmartOffice

Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

18 Alternatives To SmartOffice

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ACAExpress

Phase 3 Enhanced Direct Enrollment coming 2019! | Quote & Enroll - ACA, Medicare Advantage, MAPD, PDP, Medicare Supplement, Short Term Medical, and Ancillary Plans

AMS360

AMS360. The management solution for your core business functions. Learn More View Brochure. BenefitPoint. The benefits solution that manages the unique challenges of your business.

AgencyBloc

CRM/Agency Management System for L&H Insurance Agencies

CRMnext

CRMnext is a digital CRM solution with strong vertical solutions for banking, insurance, media, and telecom sectors.
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DealCloud

The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies
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DebtPayPro

DebtPayPro Financial Services CRM Software provides a cutting edge solution to help with debt settlement, student loan consolidation and more. Inquire today!

FormFire

Online Medical Insurance Enrollment, Digital Quoting and Underwriting, and Secure Personal Health Records.
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Kuber

Well diversified portfolios of Enterprise Investments Scheme(EIS), SEIS or BPR investments, robust investment governance and consolidated reporting.
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LIFEfit

Financial Information Technology provides flexible administration software to life and pensions companies worldwide.

NowCerts

NowCerts offers automated updates of policy information from carrier databases.

Origami Risk

Origami is an integrated platform of products including RMIS, Claims, Safety, Analytics, Underwriting and Data Tools.

PolicyCenter

Guidewire PolicyCenter empowers property and casualty insurers to meet the needs of a rapidly changing industry with efficient underwriting and agile policy.

QQCatalyst

Insurance Agency Management
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Redtail CRM

Redtail is a web-based client relationship management solution for the financial advisors.
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Simple

Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees…
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TAMARAC

Financial Services CRM

Velocity

Velocity gives your Windows desktop offline access to over 150 API documentation sets provided by…

emX

EMX Royalty has a track record of success in exploration discovery, royalty generation, and strategic investments on 5 continents.