Review Detail
Overall rating
4.7
Company
5.0
Software Support
5.0
Investment Tracking
4.0
Insurance Tracking
3.0
Workflow Management
5.0
Productivity
5.0
Client Portal
5.0
Integration
5.0
Security
5.0
Pricing
5.0
Great product and excellent customer service
Excellent product for the price. Customer service is really great. I wish that more features were cell phone (other than IPhone)user friendly.
User Review
The Good
Customer service has a really quick turn around on answers.
The Bad
Some features cannot be accessed through internet on cell phones. IPhone has the most features available, others have fewer.
The Bottom Line
Great product.
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