February 25, 2018 5:15 AM ET


Company Overview of Ebix CRM Division

Company Overview

Ebix CRM Division offers Web-based customer relationship management (CRM), practice, and agency management software solutions to financial services professionals and Fortune 500 life companies in the United States and internationally. The company offers SMARTOFFICE | PREMIER EDITION, a solution that provides financial advisors with industry-specific practice management tools, investment data downloads, and integration with other applications, as well as enables them to manage multiple lines of business and service various clients. Its SMARTOFFICE | PREMIER EDITION also provides brokerages/general agencies with integrated management reporting, case management, and marketing and sales tools to...

251 South Lake

Suite 200

Pasadena, CA 91101

United States

Founded in 1986





Key Executives for Ebix CRM Division

Co-Founder, Chief Executive Officer and President
Co-Founder and Chief Technology Officer
Director of Finance
Vice President of Administration
Vice President of Customer Service
Compensation as of Fiscal Year 2017.

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Recent Private Companies Transactions

No transactions available in the past 12 months.

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