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Broadridge Client Information Management vs. Zinnia SmartOffice

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Broadridge Client Information Management

    Score9 out of 10
    N/ABroadridge Client Information Management is a CRM solution designed to improve the capture, flow, storage, accessibility and management of client information. It is designed to enable high-velocity client onboarding and protect client data across the relationship life cycle by eliminating paper and reducing risky integration layers.N/A

    Zinnia SmartOffice

    Score9.9 out of 10
    N/AFormerly 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
    Broadridge Client Information ManagementZinnia 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
    Broadridge Client Information ManagementZinnia SmartOffice
    Free Trial
    NoYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup feeOptional
    Additional Details——
    More Pricing Information
    User Ratings
    Broadridge Client Information ManagementZinnia SmartOffice
    Likelihood to Recommend
    9.0
    (1 ratings)
    7.5
    (2 ratings)