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Ebix SmartOffice vs. SS&C Salentica

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
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
SS&C Salentica
Score 0.0 out of 10
N/A
SS&C offers Salentica, a client relationship management (CRM) platform designed to support wealth and financial management companies in communication with and reporting to their clients. With Salentica Elements, Salentica provides a total wealth management solution.
$145
per user/per month
Pricing
Ebix SmartOfficeSS&C Salentica
Editions & Modules
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
Salentica
$145
per user/per month
Offerings
Pricing Offerings
Ebix SmartOfficeSS&C Salentica
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details——
More Pricing Information
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Ebix SmartOfficeSS&C Salentica
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User Ratings
Ebix SmartOfficeSS&C Salentica
Likelihood to Recommend
7.5
(2 ratings)
-
(0 ratings)
User Testimonials
Ebix SmartOfficeSS&C Salentica
Likelihood to Recommend
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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SS&C Technologies
No answers on this topic
Pros
Ebix
  • organized
  • user friendly
  • effective
  • helpful
  • transparent
Verified User
Anonymous
Read full review
SS&C Technologies
No answers on this topic
Cons
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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SS&C Technologies
No answers on this topic
Alternatives Considered
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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SS&C Technologies
No answers on this topic
Return on Investment
Ebix
  • organization
  • productivity
  • effeciency
Verified User
Anonymous
Read full review
SS&C Technologies
No answers on this topic
ScreenShots