Review Detail
Overall rating
2.2
Breadth Of Data Aggregated
3.0
Advisor Dashboard
2.0
Client Dashboard
2.0
Overall Data Quality
3.0
Investment Data Quality
3.0
Bank Account And Other Asset Data Quality
2.0
Insurance Policy Data Quality
2.0
Credit Card Data Quality
2.0
Other Liabilities Data Quality
2.0
Portfolio Accounting Integration
3.0
Financial Planning Integration
3.0
CRM Integration
3.0
Data Scrubbing
2.0
Security
2.0
Training
1.0
Support
1.0
Pricing
1.0
CashEdge is awful
See Above
User Review
The Good
Not sure...
The Bad
Don't dare ask for customer support. You'll be treated like an idiot, even if you know the product well. Poor value for money.
The Bottom Line
ByAllAccounts costs more but does a great job. We use both (reluctantly) but despise CashEdge.
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