Streamline your data management process with the FTP/SFTP + SmartOffice integration

FTP/SFTP are two different protocols used to transfer data over the internet. FTP, in fact, stands for File Transfer Protocol, and companies all over the world use it to share files with internet users.

These files can be downloaded from an FTP server by people who connects to internet through and FTP client. SFTP - Secure File Transfer Protocol, ensures that the files and data are transferred through a safe stream.

Today, the FTP protocol is considered very unsafe and risky, because data like usernames and passwords are not encrypted during the transfer. However, File transfer protocol without encryption is still the most widely used on internet.

SmartOffice is a CRM that offers document monitoring and calendar management, also offers sales, marketing, insurance, and investment solutions.

SmartOffice, Ebix's customer relationship management solution, is designed to help financial services professionals address these critical tasks.

SmartOffice has the power to act as the backbone of your practice. The application is highly modular and can be configured to meet the needs of any company. The SmartOffice integration portfolio includes big names like Laser App, Precise FP, Advicent, TD Ameritrade and Charles Schwab.