Ebix SmartOffice vs. WealthBlock

WealthBlock

Overview
Product	Rating	Most Used By	Product Summary	Starting 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
WealthBlock	Score 10.0 out of 10	Small Businesses (1-50 employees)	WealthBlock is a fintech firm that offers a white label private capital raising platform. By integrating key funding tools (CRM, data room, investor verification, sub-doc e-signature, fund admin etc.), the solution aims to streamline processes and increases productivity. The vendor states WealthBlock currently supports 50+ venture capital, private equity, private placement, investment banking and broker dealer firms who leverage the…	N/A

Pricing

Ebix SmartOffice

WealthBlock

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

No answers on this topic

Offerings

Pricing Offerings
Ebix SmartOffice	WealthBlock
Free Trial
Yes	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
Yes	No

Entry-level Setup Fee

Optional

$900 per installation

Additional Details

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WealthBlock's subscription fees vary based on the number of deals presented. The "A La Carte" white label platform is priced per deal + subscription fee. The "Unlimited" white label platform is a flat fee covers an unlimited number of deals.

More Pricing Information

Community Pulse
	Ebix SmartOffice	WealthBlock
Top Pros	No answers on this topic	Pro Ui ux Pro Customer service Pro Customer support
Top Cons	No answers on this topic	Minus Not cheap Minus Quality service Minus Adding new features

Best Alternatives
	Ebix SmartOffice	WealthBlock
Small Businesses	Creatio Score 9.1 out of 10	Dropbox DocSend Score 8.8 out of 10
Medium-sized Companies	Creatio Score 9.1 out of 10	Dropbox DocSend Score 8.8 out of 10
Enterprises	Creatio Score 9.1 out of 10	S&P Capital IQ Score 7.8 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Ebix SmartOffice	WealthBlock
Likelihood to Recommend	7.5 (2 ratings)	10.0 (1 ratings)

User Testimonials
	Ebix SmartOffice	WealthBlock
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. Incentivized SH Stephen Hartmann President Read full review	WealthBlock Great for VC, PE, and RE firms. I-banks and brokers should use it, as well, to scale. Cost might be too high for startups or sporadic fundraisers who don't need an ongoing tool. Verified User Anonymous Read full review
Pros	Ebix organized user friendly effective helpful transparent Incentivized Verified User Anonymous Read full review	WealthBlock Superior UI/UX. Our LPs and staff love it. Very intuitive. Well thought out and integrated features and designs. Truly a one-stop solution. Great customer service. Very responsive. Fast deployment of new features and enhancement. Verified User Anonymous Read full review
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 Incentivized SH Stephen Hartmann President Read full review	WealthBlock Compared to other LP portals, it is not cheap. As it's a new firm, time is needed to prove its performance consistency. Rapid release of new features and enhancement requires more training. Verified User Anonymous Read full review
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 Incentivized SH Stephen Hartmann President Read full review	WealthBlock WealthBlock comes with its native CRM, dataroom, investor onboarding, etc. Compared to other individual tools, WealthBlock provides a seamless one-stop solution for all parties involved in the process. Verified User Anonymous Read full review
Return on Investment	Ebix organization productivity effeciency Incentivized Verified User Anonymous Read full review	WealthBlock Saved at least $50,000+ a year by replacing other disjointed tools Dramatically improved our team productivity with a lot less human errors With increased efficiency, our team is expected to take on a lot more investors Verified User Anonymous Read full review
ScreenShots		WealthBlock Screenshots