Backstop vs. Zinnia SmartOffice

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Backstop
Score 10.0 out of 10
N/A
Backstop Solutions Group in Chicago provides cloud-based technology supporting hedge funds. These applications include tools for investment research and analytics, accounting, a financial services specific CRM, and investor relations and document sharing tools, as well as investment portfolio management and due diligence tracking.N/A
Zinnia SmartOffice
Score 9.3 out of 10
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
Pricing
BackstopZinnia SmartOffice
Editions & Modules
No answers on this topic
Single User Performance License
$70
per month Single User
Advisor Bundle
$135
per month Up to 2 user licenses
Producer Bundle
$275
per month Up to 5 user licenses
Offerings
Pricing Offerings
BackstopZinnia SmartOffice
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Community Pulse
BackstopZinnia SmartOffice
Best Alternatives
BackstopZinnia SmartOffice
Small Businesses
Affinity CRM
Affinity CRM
Score 9.4 out of 10
Affinity CRM
Affinity CRM
Score 9.4 out of 10
Medium-sized Companies

No answers on this topic

No answers on this topic

Enterprises

No answers on this topic

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All AlternativesView all alternativesView all alternatives
User Ratings
BackstopZinnia SmartOffice
Likelihood to Recommend
10.0
(3 ratings)
7.5
(2 ratings)
Support Rating
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
BackstopZinnia SmartOffice
Likelihood to Recommend
Backstop Solutions Group
Backstop makes planning and selecting the portfolio efficiently. There is a candid assistance in matters of resource utilization. Moreso, Backstop has a cost accounting notion, which makes the company control the expenses they make. Finally, Backstop has classical research procedures where analysis and decisions arrive after extensive assistance and evaluations.
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Zinnia
It is excellent for account opening, document aggregation and storage, tracking and correspondence. It is lacking in its interface and is often not intuitive or user friendly. I have had difficulty running specialized reports in the past and have had to call customer service for issues that should be easy to solve on one's own. There sometimes be a tremendous delay when interfacing with other programs like Microsoft Word.
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Pros
Backstop Solutions Group
  • Storage of notes from calls and meetings.
  • Tracking portfolio holding balances, transactions, and IRRs/MOICs.
  • Allowing flexibility for client-defined uses.
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Zinnia
  • organized
  • user friendly
  • effective
  • helpful
  • transparent
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Cons
Backstop Solutions Group
  • Poor communication procedures
  • Lack of specific OS support
  • No mobile version for Backstop
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Zinnia
  • The interface could be more user friendly
  • Some of its functionality is hard to use and/or hard to find
  • There are alot of field that we do not use that do not appear to be able to be deleted
  • It can sometimes be difficult to add new functionality
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Support Rating
Backstop Solutions Group
Backstop support is fantastic. They always pick up the phone without a wait and are highly knowledgeable, I rarely need more than 5 minutes to fix an issue.
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Zinnia
No answers on this topic
Alternatives Considered
Backstop Solutions Group
I have not used or evaluated any Backstop competitors. Freestone already used Backstop when I started.
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Zinnia
While we have considered making a change we did not see the merit in considering any other companies. Additionally, the pricing is so attractive it is hard for other companies to compete for our business. At no point in the last 10 years have we seriously considered making a change
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Return on Investment
Backstop Solutions Group
  • Business ends up profiting
  • The chances of investing in the wrong projects don't exist
  • The analytical assistance from Backstop increases more investment plans
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Zinnia
  • organization
  • productivity
  • effeciency
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ScreenShots