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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.

Code Effects is the fastest and most intuitive .NET business rules engine trusted by government entities and Fortune 500 corporations all over the world
Website, pricing, platforms and company facts side by side.
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| Website | ebix.com | codeeffects.com |
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| Company | — | 2009 |
| Listed in |
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Code Effects Software is the developer of state-of-the-art business rules engine that combines an incredible performance of rule evaluation with revolutionary web interface, allowing the end-users to author and manage their corporate business rules with no knowledge of programming languages or IT...
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SmartOffice is recommended for financial advisors, insurance agents, and other professionals in the financial services industry who require an integrated CRM solution that supports client management, communication tracking, and workflow automation.
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When comparing SmartOffice and Code Effects, you can also consider the following products.

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Redtail is a web-based client relationship management solution for the financial advisors.
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Easy to use, productive, comprehensive, software for your independent insurance agency.
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CRM/Agency Management System for L&H Insurance Agencies
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