---
description: Our free tool can help you get a quick and detailed side-by-side comparison for Financial Services Cloud vs AgencySmart. Learn more about each of these software and make the best decision for your business.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Financial Services Cloud vs AgencySmart Comparison | GetApp New Zealand 2026
---

Breadcrumb: [Home](/) > [Mortgage Software](/directory/180/mortgage-loans/software) > [Financial Services Cloud \<span\>vs\</span\> AgencySmart](https://www.getapp.co.nz/compare/109459/2059357/financial-services-cloud/vs/agencysmart)

# Compare Financial Services Cloud vs AgencySmart

Canonical: https://www.getapp.co.nz/compare/109459/2059357/financial-services-cloud/vs/agencysmart

> Detailed comparison between Financial Services Cloud and AgencySmart. Check ratings, reviews, pricing, and features to make the best decision for your business.

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## At a Glance

| Metric | Financial Services Cloud | AgencySmart |
| **Overall rating** | 4.8/5 | - |
| **Total Reviews** | 5 | 0 |
| **Starting Price** | US$325.00 | US$49.00 |
| **Free Trial** | Yes | Yes |
| **Free Version** | No | - |
| **Deployment** | Cloud, SaaS, Web-based | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile) |
| **Support** | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
| **Training** | In Person, Live Online, Webinars, Documentation, Videos | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### Financial Services Cloud

- API
- Activity Tracking
- Audit Trail
- Billing & Invoicing
- Client Management
- Commission Management
- Configurable Workflow
- Customisable Templates
- Document Management
- Document Templates
- Email Management
- Insurance Policy Management
- Invoice Management
- Lead Management
- Monitoring
- Policy Management
- Real-Time Reporting
- Referral Tracking
- Reminders
- Status Tracking

### AgencySmart

- API
- Activity Tracking
- Audit Trail
- Billing & Invoicing
- Client Management
- Commission Management
- Configurable Workflow
- Customisable Templates
- Document Management
- Document Templates
- Email Management
- Insurance Policy Management
- Invoice Management
- Lead Management
- Monitoring
- Policy Management
- Real-Time Reporting
- Referral Tracking
- Reminders
- Status Tracking

## Links

- [View Financial Services Cloud Profile](https://www.getapp.co.nz/software/109459/financial-services-cloud)
- [View AgencySmart Profile](https://www.getapp.co.nz/software/2059357/agencysmart)
- [View Original Comparison](https://www.getapp.co.nz/compare/109459/2059357/financial-services-cloud/vs/agencysmart)

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