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Ebix

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32 reviews
  • 27 profiles
  • 20 categories
Average star rating
3.8
Serving customers since
1976
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Ebix Reviews

Review Filters
Profile Name
Star Rating
15
9
6
4
0
Barry C.
BC
Barry C.
Financial Advisor at Waddell & Reed | Striving to Make Financial Planning Simpler
11/02/2017
Validated Reviewer
Review source: G2 invite
Incentivized Review

Extremely compatible, great ease of access

integration and ease of access between multiple users
Ryan W.
RW
Ryan W.
Operations Manager & CCO at Knox Capital Group
10/30/2017
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Good CRM, but can be difficult to fully integrate with other programs.

The thing that I like best about Smart Office is that it has very robust reporting capabilities, and you can add any custom fields that you want. There are a number of ready made reports that can be run, but you can customize them as much as you want, including adding any field that you want (already included or custom made). With integrations with the office suite you can also create analytical reports using Excel, which can be great if you want to create something in excel first, and then upload or download from Smart Office.
Jeff G.
JG
Jeff G.
Financial Consultant at Intervest International, Inc.
10/19/2017
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

Good CRM

Ability to see whole client picture, family, ages, income and most investment holdings. We have to input life insurance because our major carrier does not download info.

About

Contact

HQ Location:
Johns Creek, GA

Social

@EbixInc

Details

Year Founded
1976
Ownership
OTCMKTS: EBIXQ