Review Detail
Overall rating
3.3
Company
4.0
Software Support
5.0
Investment Tracking
3.0
Insurance Tracking
1.0
Workflow Management
5.0
Productivity
4.0
Client Portal
1.0
Integration
1.0
Security
5.0
Pricing
4.0
Great software even for a small office.
Have really been pleased with the program and support.
User Review
The Good
As a very small office it helps us to keep track of all the various tasks going on.
The Bad
Has many features we have yet to learn.
The Bottom Line
Has really helped us to connect with new and current clients.
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