Review Detail
Overall rating
2.5
Company
3.0
Software Support
2.0
Investment Tracking
2.0
Insurance Tracking
3.0
Workflow Management
1.0
Productivity
3.0
Client Portal
1.0
Integration
2.0
Security
4.0
Pricing
4.0
Good functionality if a little slow and clumsy
Once you figure the system out, it has what you need. Having an enterprise installation on a web application means I can manage relationships using multiple staff from wherever I am, and do not have to worry as much about security and backup. The interface could be a little friendlier. The big issue is the support. Small improvements in that would mean a significantly better experience.
Ignore my ratings for insurance functionality - I do not use it, but I cannot submit this survey without completing those functions.
User Review
The Good
Has the functions an investment advisor needs to manage a practice.
The Bad
Customer support and technical support are abysmal.
The Bottom Line
It is a good system, and has the functionality an advisor needs.
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