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Envestnet Tamarac vs. Zinnia SmartOffice

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Envestnet Tamarac
Score 6.4 out of 10
N/A
Envestnet Tamarac (part of Envestnet since 2012) is a financial services CRM featuring a client engagement tools such as a client portal, interactive reporting, customizable PDF reports, document vault, budgeting tools, mobile app, as integrated financial planning.N/A
Zinnia SmartOffice
Score 7.0 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
Envestnet TamaracZinnia 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
Envestnet TamaracZinnia 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
Envestnet TamaracZinnia SmartOffice
Likelihood to Recommend
-
(0 ratings)
7.5
(2 ratings)
User Testimonials
Envestnet TamaracZinnia SmartOffice
Likelihood to Recommend
Envestnet
No answers on this topic
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.
SH
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Pros
Envestnet
No answers on this topic
Zinnia
  • organized
  • user friendly
  • effective
  • helpful
  • transparent
Verified User
Anonymous
Read full review
Cons
Envestnet
No answers on this topic
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
SH
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Alternatives Considered
Envestnet
No answers on this topic
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
SH
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Return on Investment
Envestnet
No answers on this topic
Zinnia
  • organization
  • productivity
  • effeciency
Verified User
Anonymous
Read full review
ScreenShots