Review Detail
Overall rating
4.2
Company
5.0
Software Support
5.0
Investment Tracking
4.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
5.0
Client Portal
5.0
Integration
3.0
Security
4.0
Pricing
4.0
Couldn't operate without. Great support
Happy customer
User Review
The Good
Support is phenominal. Never a bad experience, and tons of help; even for items that are 'user error'.
The Bad
Like any, requires time. Import / export of data hard to learn.
The Bottom Line
Can't imagine others being more supportive or useful
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