Broadridge Client Information Management vs. Ebix SmartOffice
Broadridge Client Information Management vs. Ebix SmartOffice
Product | Rating | Most Used By | Product Summary | Starting Price |
---|---|---|---|---|
Broadridge Client Information Management | N/A | Broadridge Client Information Management is a CRM solution designed to improve the capture, flow, storage, accessibility and management of client information. It is designed to enable high-velocity client onboarding and protect client data across the relationship life cycle by eliminating paper and reducing risky integration layers. | N/A | |
Ebix SmartOffice | 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 |
Broadridge Client Information Management | Ebix SmartOffice | |||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Editions & Modules | No answers on this topic |
| ||||||||||||||
Offerings |
| |||||||||||||||
Entry-level Setup Fee | No setup fee | Optional | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
Broadridge Client Information Management | Ebix SmartOffice | |
---|---|---|
Small Businesses | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
Medium-sized Companies | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
Enterprises | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
All Alternatives | View all alternatives | View all alternatives |
Broadridge Client Information Management | Ebix SmartOffice | |
---|---|---|
Likelihood to Recommend | 9.0 (1 ratings) | 7.5 (2 ratings) |
Broadridge Client Information Management | Ebix SmartOffice | |
---|---|---|
Likelihood to Recommend | Broadridge | Ebix |
Pros | Broadridge | Ebix |
Cons | Broadridge | Ebix |
Alternatives Considered | Broadridge | Ebix |
Return on Investment | Broadridge | Ebix |
ScreenShots |