Review Detail
Overall rating
3.4
Company
3.0
Software Support
3.0
Investment Tracking
3.0
Insurance Tracking
2.0
Workflow Management
4.0
Productivity
4.0
Client Portal
3.0
Integration
3.0
Security
4.0
Pricing
5.0
accomplishes what we need , would like to see document uploads easier
We like the online access aspect of the program, which gives me alot of flexibility to use while traveling. Uploads of documents is not as easy as it should be. It times you out to often and loads slowly for my taste.
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