Junxure vs. Zinnia SmartOffice

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Junxure
Score 9.5 out of 10
N/A
Junxure is customer relationship management (CRM) software supporting financial advisors with growth as well as helping manage advisory businesses, owned and supported by AdvisorEngine since the January 2018 acquisition.N/A
Zinnia SmartOffice
Score 7.5 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
JunxureZinnia 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
JunxureZinnia SmartOffice
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Community Pulse
JunxureZinnia SmartOffice
Top Pros

No answers on this topic

Top Cons

No answers on this topic

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JunxureZinnia SmartOffice
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User Ratings
JunxureZinnia SmartOffice
Likelihood to Recommend
9.5
(6 ratings)
7.5
(2 ratings)
Likelihood to Renew
9.1
(1 ratings)
-
(0 ratings)
User Testimonials
JunxureZinnia SmartOffice
Likelihood to Recommend
AdvisorEngine
Junxure is great for any office just for tracking and transparency alone! I think the earlier you start using it in your business the better. This will create good habits for the employees to start using Junxure instead of their email and chat features. These take up so much time. Time equals money! This also allows you to see the status of any project or client without having to contact fellow employees. You can even see their email correspondence, therefore, if someone is sick you do not have to call them to find out what is going on with that particular client or task.
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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.
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Pros
AdvisorEngine
  • Clients can log in to view their investment statements. This is a timesaving benefit, as clients won't have to ask you every time they want to see how their money is performing. Being able to self-service will make your clients feel more in control of their money.
  • Being cloud-based means that the workflow monitor can be accessed anytime, anywhere. Nobody will forget important tasks as everything is being tracked. This allows staff to work from home and communicate with other employees with ease.
  • The pending action screen will allow you to reduce your to-do list and keep it in one central, accessible place. Workflow will see a major improvement!
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Zinnia
  • organized
  • user friendly
  • effective
  • helpful
  • transparent
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Cons
AdvisorEngine
  • Their integration options are a little limited compared to Redtail and SF. This has never caused an issue, but it may force you to think creatively at times.
  • Not the cheapest option, but not the highest either. I would say it has an ok price, but pays for itself. May not be right for people struggling through their first solo year.
  • I would like to see them add new features a little faster. Seems that updates are few and far between. It's a growing industry, and we need new tactics to stay ahead of the robo options coming on the market.
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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
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Likelihood to Renew
AdvisorEngine
Junxure is a wonderful tool and is easy to use. Once you get your team to work with Junxure more than they do chat, email etc., it will work well and save a lot of time.
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Zinnia
No answers on this topic
Alternatives Considered
AdvisorEngine
I do not particularly remember the system I entered above, as I only used it for temporary work that I did nine years ago. I did not select Junxure myself - the office I work in already had it implemented before I came on. This question does not seem to be applicable to me.
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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
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Return on Investment
AdvisorEngine
  • It has saved time by automatically capturing emails.
  • It has created efficiency from having to keep track of tasks manually or keeping power documents around.
  • It’s definitely worth the cost through all of the efficiency our firm gains. The ability to send work actions to teammates depending on their responsibilities is greatly helpful!
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Zinnia
  • organization
  • productivity
  • effeciency
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ScreenShots