Ebix SmartOffice Featured

Ebix  SmartOffice

Company Info

Company Name:
Data Last Updated:
  • November 19, 2010
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (800) 777-9188
Year Founded
  • 1986
Number of Employees:
  • 30

Software Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 200

PMS Features

Types of Reports
Number of Built-In Reports:
  • 30
Advisors Access to Data:
Billing Functionality:
User Interface:
Other Major Functionality:
Client Portal:

Pricing

Pricing Based By:
Trial:
Initial Training:
Support:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

Security

Security Functionality:
Other Security Enhancements:
  • None

Ebix CRM began developing solutions to support agents and advisors more than 20 years ago.

Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking - all from a financial services industry perspective.

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