Review Detail
Overall rating
2.9
Company
3.0
Software Support
3.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
3.0
Productivity
4.0
Client Portal
3.0
Integration
5.0
Security
3.0
Pricing
3.0
Okay.
Good for what it does.
User Review
The Good
Integrated
The Bad
Hard to customize
The Bottom Line
Good for what it does.
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