Review Detail
Overall rating
1.8
Breadth Of Data Aggregated
5.0
Advisor Dashboard
1.0
Client Dashboard
1.0
Overall Data Quality
3.0
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
3.0
Financial Planning Integration
3.0
CRM Integration
3.0
Data Scrubbing
3.0
Security
1.0
Training
1.0
Support
1.0
Pricing
1.0
CashEdge
Wouldn't recommend it, but not sure if there is anything better out there either.
User Review
The Good
It will probably work great once we get everything up and running, it's the up and running part that is causing problems.
The Bad
Customer services is hard to deal with and issues take a long time to be resolved.
The Bottom Line
Wouldn't recommend it, but not sure if there is anything better out there either.
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Comments
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