AdvisorShelf
AdvisorShelf / CRM / SmartOffice

CRM

SmartOffice

All-in-one CRM and agency management platform covering both insurance and investment business.

Made by Zinnia Tech Solutions LLC Visit SmartOffice's website
Starting priceNo price found
No price on their site · looked Oct 6
Price on their own siteNo
Firm sizeNot assessed yet
Connections listed20 connectionsCharles Schwab, Fidelity Wealthscape, Pershing and 17 more. Source and date for each below.
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What their website looks like

Screenshot of SmartOffice's homepage
SmartOffice's homepage, as it appeared on Oct 6. Screenshot of the public page, taken by AdvisorShelf. Visit the page. Screens of the product itself come from the vendor once it claims this profile.

Pricing

We couldn't find prices on Zinnia Tech Solutions LLC's site

We looked on Oct 6. If you contact them, ask for: the price per user, the contract length, any setup or migration fee, and what happens to your data if you leave.

Source: No pricing published; neither smartoffice.zinnia.com/pricing nor /us/pricing exists; homepage, partners, learn-more, advisor and RIA solution pages and zinnia.com/products/smartoffice checked. Not found, Oct 6.

What one person pays for other advisor CRMs

Advisor CRMs

Cheapest plan for one person, per month (our sum from each price page). 21 of 30 advisor CRMs have a US-dollar price we can put per person. SmartOffice isn't on it: it doesn't publish a price.

AdvisorCRMFreeLess Annoying CRM$15/moToolkit$26/moRedtail$39/moAdvisors Assistant$52/moWealthbox$59/moMaximizer$65/moMicrosoft Dynamics 365 Sales$65/moAltitude CRM$75/moLeadCenter.AI$78/moProTracker$82.92/moFinTurk$90/moEquisoft/connect$95/moAdviAlly$99.99/moOmegaFP$125/moWealthY$129/moPractifi$135/moSlant$150/moAdvisorEngine$207/moQuivr$250/moSalesforce Financial Services Cloud$325/mo

Price changes

No price changes recorded yet. We last checked on Oct 6.

What it connects to

At a glance: which way data moves

Data inData outTwo-way

Data comes in from

Charles SchwabFidelity WealthscapePershingLPL BranchnetOrion Advisor ServicesDST FAN MailFOLIOfnRydexand 1 more below
SmartOffice20 connections listed

Data goes out to

Fidelity WealthscapeeMoneyMoneyGuideProRightCapitalAdvicentAdvisoryWorldAsset-MapMorningstar
Single sign-on
Fidelity WealthscapeOrion Advisor ServicesPortfolio Pathway
Direction not stated
PreciseFP
Listed, no detail
Fusion ElementsNitrogen
Connection cost: SmartOffice publishes no pricing for us to read.
Charles Schwab
Checked on the vendor's site
  • Data in: account and position downloads
Source: SmartOffice partners page. Checked Oct 6.
Fidelity Wealthscape
Checked on the vendor's site
  • Data out: new-account forms pre-filled from SmartOffice
  • Data in: client accounts and positions
  • Single sign-on
Source: SmartOffice partners page. Checked Oct 6.
Pershing
Checked on the vendor's site
  • Data in: account, position and transaction downloads
Source: SmartOffice partners page. Checked Oct 6.
LPL Branchnet
Checked on the vendor's site
  • Data in: account, position and transaction downloads
Source: SmartOffice partners page. Checked Oct 6.
eMoney
Checked on the vendor's site
  • Data out: contact, policy and investment data
Source: SmartOffice partners page. Checked Oct 6.
MoneyGuidePro
Checked on the vendor's site
  • Data out: contact, policy and investment data
Source: SmartOffice partners page. Checked Oct 6.
RightCapital
Checked on the vendor's site
  • Data out: household data
Source: SmartOffice partners page. Checked Oct 6.
Advicent
Checked on the vendor's site
  • Data out: client data, into Advicent's Profiles application
Source: SmartOffice partners page. Checked Oct 6.
Asset-Map
Checked on the vendor's site
  • Data out: client data
Source: SmartOffice partners page. Checked Oct 6.
FOLIOfn
Checked on the vendor's site
  • Data in: account, position and transaction downloads
Source: SmartOffice partners page. Checked Oct 6.
SEI
Checked on the vendor's site
  • Data in: account, position and transaction downloads
Source: SmartOffice partners page. Checked Oct 6.
Other software it connects to (9)

Portfolio, reporting, email, calendar and similar tools Zinnia Tech Solutions LLC lists.

Orion Advisor Services
Checked on the vendor's site
  • Data in: client investment accounts and positions
  • Single sign-on
Source: SmartOffice partners page. Checked Oct 6.
AdvisoryWorld
Checked on the vendor's site
  • Data out: investment account and position data
Source: SmartOffice partners page. Checked Oct 6.
DST FAN Mail
Checked on the vendor's site
  • Data in: account, position and transaction downloads
Source: SmartOffice partners page. Checked Oct 6.
Fusion Elements
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: SmartOffice partners page. Checked Oct 6.
Morningstar
Checked on the vendor's site
  • Data out: investment account and position data, into Advisor Workstation or Principia
Source: SmartOffice partners page. Checked Oct 6.
Nitrogen
Checked on the vendor's site
  • Listed on the vendor's site, with no detail on what moves
Source: SmartOffice partners page. Checked Oct 6.
Portfolio Pathway
Checked on the vendor's site
  • Single sign-on
Source: SmartOffice partners page. Checked Oct 6.
PreciseFP
Checked on the vendor's site
  • Direction not stated: contact data synchronised
Source: SmartOffice partners page. Checked Oct 6.
Rydex
Checked on the vendor's site
  • Data in: account, position and transaction downloads
Source: SmartOffice partners page. Checked Oct 6.

Moving to SmartOffice from another tool

What Zinnia Tech Solutions LLC's own site says it brings across from the tool you use now. This is a one-off move when you switch, not a connection that keeps data in step, so it isn't counted with the connections above.

Names no tool

Their page says, in words we couldn't label: “Make a smooth transition with expert onboarding, data migrations, and ongoing support.”

Our checks label a move only when one sentence names the tool and says it imports from it, so these words aren't counted in any list of tools that import from another. Ask Zinnia Tech Solutions LLC about anything they leave out.

Checked on the vendor's site · Oct 6
SmartOffice home page

Leaving later

Users with the Data Export right can export any list of records as Excel, CSV, XML or tab-separated files.
Checked on the vendor's site · Oct 6

Source: SmartOffice help: Lists - Printing or Exporting a List

Of the 29 other advisor CRMs whose pages we've read for this, 2 say on their own site that they import from SmartOffice: Redtail and Altitude CRM. Each one's profile says what comes across.

Fits best if

Our judgement

We haven't assessed fit for SmartOffice yet.

We judge fit against written criteria (team size, custodian, workflow needs), never against who pays us.

Similar tools

Compare SmartOffice with another tool

Same category (firm size not assessed yet), cheapest for one person first. Paying vendors are never moved up.

AdvisorCRM
Free plan
Checked on the vendor's site · Oct 6
Charles Schwab · Data in + single sign-on checked
View profile
Less Annoying CRM
From $15/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Toolkit
From $26/user/mo
Checked on the vendor's site · Oct 6
No custodian connection listed
View profile
Redtail
From $39/user/mo
Checked on the vendor's site · Oct 6
Schwab Advisor Center · Data in + single sign-on checkedFidelity Institutional for Custody (Wealthscape) · Data in and out + single sign-on checkedFidelity Institutional for Clearing · Data in checkedPershing (NetX360) · Data out + single sign-on checkedAxos Advisor Services · Data in checkedand 6 more on the profile
View profile

Corrections

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