Review Detail
Overall rating
3.1
Company
4.0
Software Support
4.0
Investment Tracking
3.0
Insurance Tracking
2.0
Workflow Management
3.0
Productivity
3.0
Client Portal
3.0
Integration
3.0
Security
3.0
Pricing
3.0
powerful program with a steep learning curve
As a result of the action tab catching everything, it is hard to keep a running history that is easily followed.
User Review
The Good
well designed
The Bad
so much to know - what labels are sortable, what classifications means, etc.
The Bottom Line
best tool we have added to our practice for a long time.
Was this review helpful to you?
Comments
Ordering
