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Schwab Advisor Center vs. Zinnia SmartOffice

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Schwab Advisor Center
Score 10.0 out of 10
N/A
Schwab Advisor Center enables independent registered investment advisors to monitor and manage client accounts. It is available with iOS and Android mobile apps.N/A
Zinnia SmartOffice
Score 9.9 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 Single User
Pricing
Schwab Advisor CenterZinnia 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
Schwab Advisor CenterZinnia SmartOffice
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeOptional
Additional Details——
More Pricing Information
User Ratings
Schwab Advisor CenterZinnia SmartOffice
Likelihood to Recommend
-
(0 ratings)
7.5
(0 ratings)
User Testimonials
Schwab Advisor CenterZinnia SmartOffice
Likelihood to Recommend
No answers on this topic
Great if you're looking for a helpful and interactive CRM. It will allow you to stay on task and make important notes for your clients and their accounts. It allows your whole team to work together effectively and easily. There is obviously some room for improvement but overall we have no complaints and will continue to use this program!
Verified User
Anonymous
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Pros
No answers on this topic
  • organized
  • user friendly
  • effective
  • helpful
  • transparent
Verified User
Anonymous
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Cons
No answers on this topic
  • 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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Alternatives Considered
No answers on this topic
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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Return on Investment
No answers on this topic
  • For the money, it is a well priced CRM
  • The best thing I can say is that it has not had a significant negative effect on business
  • The familiarity with the product by all employees lends itself well to continuity and cuts down on errors.
SH
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ScreenShots