Advisors Assistant vs. Zinnia SmartOffice
Advisors Assistant vs. Zinnia SmartOffice
Product | Rating | Most Used By | Product Summary | Starting Price |
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Advisors Assistant | N/A | Advisors Assistant is Client Management Software for Financial Services Professionals that combines CRM, Insurance Tracking, and Portfolio Management in one program, with Insurance Commission and Document Management also available, from FMG Suite headquartered in San Diego. | N/A | |
Zinnia SmartOffice | N/A | Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features. | $70 per month per user |
Advisors Assistant | Zinnia SmartOffice | |||||||||||||||
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Editions & Modules | No answers on this topic |
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Offerings |
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Entry-level Setup Fee | No setup fee | Optional | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
Advisors Assistant | Zinnia SmartOffice | |
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Small Businesses | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
Medium-sized Companies | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
Enterprises | Creatio Score 9.2 out of 10 | Creatio Score 9.2 out of 10 |
All Alternatives | View all alternatives | View all alternatives |
Advisors Assistant | Zinnia SmartOffice | |
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Likelihood to Recommend | - (0 ratings) | 7.5 (2 ratings) |
Advisors Assistant | Zinnia SmartOffice | |
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Likelihood to Recommend | FMG Suite No answers on this topic | Zinnia |
Pros | FMG Suite No answers on this topic | Zinnia |
Cons | FMG Suite No answers on this topic | Zinnia |
Alternatives Considered | FMG Suite No answers on this topic | Zinnia |
Return on Investment | FMG Suite No answers on this topic | Zinnia |
ScreenShots |