enVisual360 vs. Zinnia SmartOffice

enVisual360

1 Reviews and Ratings

Zinnia SmartOffice

Zinnia SmartOffice

10 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
enVisual360	Score 8.0 out of 10	N/A	A modular solution for financial advisors, an integrated KYC compliance CRM, Wealth Management, trust and company administrations software with document management, AML / FATCA / CRS compliance and Accounting / Asset management software. Users only need to license the modules needed, and is offered in both an entry-level Boutique version to the larger Enterprise edition. enVisual360 is a product from enSynergy Professional Services in Doncaster.	N/A
Zinnia SmartOffice	Score 7.6 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

enVisual360

Zinnia 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
enVisual360	Zinnia SmartOffice
Free Trial
No	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	Yes

Entry-level Setup Fee

No setup fee

Optional

Additional Details

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More Pricing Information

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	enVisual360	Zinnia SmartOffice
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User Ratings
	enVisual360	Zinnia SmartOffice
Likelihood to Recommend	8.0 (1 ratings)	7.5 (2 ratings)

User Testimonials
	enVisual360	Zinnia SmartOffice
Likelihood to Recommend	enSynergy Professional Services It is well suited for a small to medium size organization with 0 to 200 employees. It is well suited where customer is willing to share financials with SaaS based application. It is not suited for organization who want lot if customizations as per their business needs as this software works on mostly standard business processes. Amit Goregaonkar Project Manager SAP Read full review	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. Incentivized SH Stephen Hartmann President Read full review
Pros	enSynergy Professional Services Compay & Trust Management Transaction monitoring and insights Asset Management Amit Goregaonkar Project Manager SAP Read full review	Zinnia organized user friendly effective helpful transparent Incentivized Verified User Anonymous Read full review
Cons	enSynergy Professional Services UI/UX License Pricing Change Management Amit Goregaonkar Project Manager SAP Read full review	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 Incentivized SH Stephen Hartmann President Read full review
Alternatives Considered	enSynergy Professional Services enVisual360 is more of a finance management tool whereas SAP HANA Cloud is comprehensive enterprise management ERP solution. enVisual360 is relatively easy to use solution. enVisual360 is very much economical as compared to SAP HANA Cloud. enVisual360 has low scope of customizations as compared to SAP HANA Cloud. Overall enVisual360 is suited for organizations with employee count 0 to 100. Amit Goregaonkar Project Manager SAP Read full review	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 Incentivized SH Stephen Hartmann President Read full review
Return on Investment	enSynergy Professional Services 5% growth in overall profit 10% reduction in manpower More comprehensive dashboards and MIS reports Amit Goregaonkar Project Manager SAP Read full review	Zinnia organization productivity effeciency Incentivized Verified User Anonymous Read full review
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