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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The shift to working from home (WFH) has become a fundamental aspect of the new normal due to the COVID pandemic. For organizations, the ability for employees to work remotely has become essential to maintain operations, serve clients effectively, and manage risks. To support this transition, GRACE offers a solution. La Meer’s GRACE platform, which stands for governance, risk, and compliance for the enterprise, is a cloud-based system tailored specifically for the financial sector, including banks, broker-dealers, wealth advisory firms, alternative investments, and asset management companies. This all-encompassing cloud solution empowers organizations and their teams to provide uninterrupted client service while ensuring comprehensive oversight, compliance, and risk management regardless of location. Additionally, the GRACE platform's modular design enables clients to choose and pay only for the specific modules or functionalities that meet their unique needs, making it a flexible choice for businesses of all sizes. Ultimately, GRACE positions organizations to adapt seamlessly to the evolving demands of the financial landscape.

Description

SmartOffice is a cloud-centric CRM and AMS specifically designed for financial professionals, including advisors, agents, BGAs, RIAs, and broker-dealers, providing a wide array of tools for managing client interactions, workflows, data, and adherence to regulations. Key functionalities encompass contact management, tracking of investments and policies, as well as time and calendar management, in addition to opportunity tracking and advanced reporting capabilities. Prioritizing cybersecurity and compliance, SmartOffice safeguards client information while ensuring seamless integration with Office 365 (Outlook, Excel, Word) and various sales, financial planning, insurance, and marketing platforms. It boasts essential features such as centralized client histories, staff collaboration, secure remote data access, and organized management of agency operations through its agency management system. The platform is particularly beneficial for established practices aiming to streamline their tools and gain enhanced visibility into opportunity pipelines, reporting processes, and overall workflow efficiency. With its robust functionalities, SmartOffice presents a comprehensive solution for financial professionals focused on optimizing their operational effectiveness.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AdvisoryWorld No 
BizClip No 
Broadridge 15(c) Board Reporting No 
Charles Schwab No 
Docupace No 
Laserfiche No 
Microsoft 365 No 
Microsoft Excel No 
Microsoft Outlook No 
Microsoft Word No 
Morningstar No 
MyRepChat No 
NaviPlan No 
PreciseFP No 
RightCapital No 
Riskalyze No 
TD Ameritrade No 
Zocks No 
Zoom No 
etfile No 

Integrations

AdvisoryWorld Yes 
BizClip Yes 
Broadridge 15(c) Board Reporting Yes 
Charles Schwab Yes 
Docupace Yes 
Laserfiche Yes 
Microsoft 365 Yes 
Microsoft Excel Yes 
Microsoft Outlook Yes 
Microsoft Word Yes 
Morningstar Yes 
MyRepChat Yes 
NaviPlan Yes 
PreciseFP Yes 
RightCapital Yes 
Riskalyze Yes 
TD Ameritrade Yes 
Zocks Yes 
Zoom Yes 
etfile Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

La Meer

Founded

2010

Country

United States

Website

lameerinc.com

Vendor Details

Company Name

Zinnia

Founded

2005

Country

United States

Website

www.smartofficecrm.com

Product Features

Financial Risk Management

Compliance Management No 
Credit Risk Management No 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management No 
Market Risk Management No 
Operational Risk Management No 
Portfolio Management No 
Portfolio Modeling No 
Risk Analytics Benchmarks No 
Stress Tests No 
Value At Risk Calculation No 

GRC

Auditing No 
Disaster Recovery No 
Environmental Compliance No 
IT Risk Management No 
Incident Management No 
Internal Controls Management No 
Operational Risk Management No 
Policy Management No 

Product Features

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