Review Detail
Overall rating
4.3
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
3.0
Trading
1.0
Integrations
5.0
Security
5.0
Hosting
5.0
Pricing
5.0
Excellent product and support!
Thank you to Rob Major for a great product and great personalized service.
User Review
The Good
very good product; good training; good support; integrates well with Redtail CRM which then integrates with Moneyguidepro; this integration saves tons of time and no need to hire extra help. Also, can upload reports to Client Access Portal; no mailing out reports to clients. Major time-saver!
The Bad
nothing really bad; could spruce up the look and feel of the Client Access Portal
The Bottom Line
The best bang for your buck!
Was this review helpful to you?
Comments
Ordering
