Review Detail
Overall rating
3.5
Company
4.0
Software Support
4.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
4.0
Client Portal
3.0
Integration
4.0
Security
3.0
Pricing
3.0
Just starting out
We are just starting to use the software, it appears to have great potential and I think we are just scratching the surface of what we can do with it
Was this review helpful to you?
Comments
Ordering
