User guides and Training Course Companion guides are available in .PDF file format and can be viewed with Adobe Reader®. If you do not have Adobe Reader® installed on your computer, you can download it for free by clicking on the Adobe Reader button in the Additional Resources section of this page. |
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Minimum System Requirements for SmartOffice5 |
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SmartOffice Configuration for Windows Updates |
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Setup and Security |
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Base System |
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Modules |
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Albridge Web Services |
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Commission Tracking |
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DataXchange |
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DST, Pershing, Broker/Dealers, & DAZL |
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Financial Profiles |
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Generic Inforce Policies |
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Group Benefits |
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Informal Application |
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Intellisys |
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Investment |
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Jefferson Pilot |
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Laser App |
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Leads Tracking |
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Lotus Notes Integration |
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Marketing Campaign |
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Mass Mutual PAAR |
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MoneyGuidePro |
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National Financial Fidelity |
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One Card System |
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Opportunity Management |
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Outlook® Integration |
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PaperClip |
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Policy and Pending Case Management |
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Quik! Forms Integration |
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Recruitment Tracking |
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SmartFulfillment |
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SmartMigrator |
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SmartMobile for PDAs with Palm OS |
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SmartOffice Mobile PC |
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SmartOffice Mobile for Pocket PC |
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SmartSeminars |
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SmartWholesaler |
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Winflex Web |
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