Review Detail
Overall rating
3.7
Company
4.0
Software Support
4.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
3.0
Productivity
4.0
Client Portal
3.0
Integration
4.0
Security
4.0
Pricing
5.0
Well pleased
only used for two months. love web based. support has been good. have not set up work flow yet but other aspects have worked out above our expectations. well pleased.
User Review
The Good
web bases very good support
The Bad
no bad things to say
The Bottom Line
great system for us
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Comments
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