Review Detail
Overall rating
3.5
Company
5.0
Software Support
5.0
Investment Tracking
1.0
Insurance Tracking
3.0
Workflow Management
5.0
Productivity
5.0
Client Portal
1.0
Integration
1.0
Security
4.0
Pricing
5.0
ACT
easy to use, but will duplicate data entry to integrate with Portfolio Management System
User Review
The Good
great for general contact management
The Bad
does not integrate wtih PM system
The Bottom Line
easy to use, but will duplicate data entry to integrate with Portfolio Management System
Was this review helpful to you?
Comments
Ordering
