TrustRadius

BD Corporate vs. Ebix SmartOffice

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
BD Corporate
Score 8.3 out of 10
N/A
BD Corporate is a CRM that helps prospect for new investors, prepare for roadshows, track current investors and their holdings, manage an IR schedule and report on the success of investor outreach efforts. It was developed by IHS Markit, which is now a part of S&P Global since the February 2022 acquisition.N/A
Ebix SmartOffice
Score 7.0 out of 10
N/A
Ebix, headquartered in Johns Creek, offers SmartOffice, the company's practice and agency management solutions for financinal service providers and banking institutions, supporting these agencies with CRM features, supporting client engagement, note logging, financial document and data management, and related features.
$70
per month per user
Pricing
BD CorporateEbix 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
BD CorporateEbix SmartOffice
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional Details——
More Pricing Information
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User Ratings
BD CorporateEbix SmartOffice
Likelihood to Recommend
8.0
(1 ratings)
7.5
(2 ratings)
User Testimonials
BD CorporateEbix SmartOffice
Likelihood to Recommend
S&P Global Inc.
It is well suited to get a snapshot of your current investor ownership and the ownership changes that are currently happening in your stock. It is also good as a platform in which you can update all your meetings and engagement and then search for the information in a very easy way.
Verified User
Anonymous
Read full review
Ebix
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.
SH
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Pros
S&P Global Inc.
  • Investor ownership.
  • CRM system for inputting meetings and engagement.
  • Targeting consulting.
Verified User
Anonymous
Read full review
Ebix
  • organized
  • user friendly
  • effective
  • helpful
  • transparent
Verified User
Anonymous
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Cons
S&P Global Inc.
  • Interface - the current dashboard is very "old" looking and could see improvement.
  • Ease of use - the email distribution could be easier to navigate.
  • Updating of investor contacts - the database is sometimes stale.
Verified User
Anonymous
Read full review
Ebix
  • 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
SH
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Alternatives Considered
S&P Global Inc.
FactSet also provides you with investor ownership but does not provide a CRM platform for engagement input.
Verified User
Anonymous
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Ebix
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
SH
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Return on Investment
S&P Global Inc.
  • Able to improve the overall investor ownership in our stock.
  • Track the conference and meeting engagement to create a strategic outbound plan.
Verified User
Anonymous
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Ebix
  • organization
  • productivity
  • effeciency
Verified User
Anonymous
Read full review
ScreenShots