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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

SmartModels™ is an advanced financial analytics platform designed to address numerous intricate financial and business workflow challenges prevalent in both public and corporate finance. It is seamlessly integrated as an add-in for Microsoft® Excel®, leveraging Microsoft® .NET and Microsoft® Visual Studio Tools for Office technology. Exposure Management LLC ensures a secure environment for SmartModels™ users through an SSL encrypted extranet, allowing businesses to monitor software usage and carry out administrative functions like updating passwords, adding clients, and retrieving software license details. Intuitive Analytics has collaborated with a diverse array of entities, including states, municipalities, transportation authorities, 501c3 organizations, investment banks, financial advisors, and various for-profit businesses on projects focused on cash flow analysis, software development, and financial consulting. This innovative suite not only enhances financial analysis but also streamlines complex workflows, making it an invaluable tool for organizations in various sectors. The versatility of SmartModels™ empowers users to make informed financial decisions with confidence.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AdvisoryWorld 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 
MoneyGuide No 
Morningstar No 
MyRepChat No 
NaviPlan No 
Paperclip No 
PreciseFP No 
RightCapital No 
TD Ameritrade No 
Zocks No 
Zoom No 
eMoney No 

Integrations

AdvisoryWorld 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 
MoneyGuide Yes 
Morningstar Yes 
MyRepChat Yes 
NaviPlan Yes 
Paperclip Yes 
PreciseFP Yes 
RightCapital Yes 
TD Ameritrade Yes 
Zocks Yes 
Zoom Yes 
eMoney Yes 

Pricing Details

$300 per month
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) No 
In Person Yes 

Types of Training

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

Vendor Details

Company Name

Intuitive Analytics

Website

www.intuitive-analytics.com/smartmodels

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

Product Features

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