Review Detail
Overall rating
1.0
Breadth Of Data Aggregated
1.0
Advisor Dashboard
1.0
Client Dashboard
1.0
Overall Data Quality
1.0
Investment Data Quality
1.0
Bank Account And Other Asset Data Quality
1.0
Insurance Policy Data Quality
1.0
Credit Card Data Quality
1.0
Other Liabilities Data Quality
1.0
Portfolio Accounting Integration
1.0
Financial Planning Integration
1.0
CRM Integration
1.0
Data Scrubbing
1.0
Security
1.0
Training
1.0
Support
1.0
Pricing
1.0
Very Poor Product
We do not recommend this product at all.
User Review
The Good
This product used to work very well about 2 years ago for us.
The Bad
We have not been able to get this to function properly in about 2 years. Customer service has been of little help, when we are able to get a call back. Almost the entire process has been manual since CashEdge stopped working for us.
The Bottom Line
We do not like this product at all.
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