Review Detail
Overall rating
3.6
Company
4.0
Software Support
4.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
3.0
Productivity
4.0
Client Portal
3.0
Integration
4.0
Security
4.0
Pricing
4.0
Powerful CRM tool to handle many needs
Nothing additional to add
User Review
The Good
Lots of functionality
The Bad
Learning curve
The Bottom Line
Excellent tool for those who put some time, thought and effort into making it work for their own office workflow
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