Review Detail
Overall rating
4.1
Company
5.0
Software Support
5.0
Investment Tracking
4.0
Insurance Tracking
3.0
Workflow Management
5.0
Productivity
5.0
Client Portal
3.0
Integration
3.0
Security
4.0
Pricing
4.0
Good and very useful
.
User Review
The Good
Great to track actions and client history. Very good way to follow up on tasks and client needs.
The Bad
email tracking is there but not an easy way to track attachments
The Bottom Line
We've been very happy with it and do not fully use all the features yet.
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