Review Detail
Overall rating
1.5
Company
2.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
2.0
Productivity
2.0
Client Portal
1.0
Integration
1.0
Security
2.0
Pricing
1.0
There's better out there
Nothing else
User Review
The Good
It's OK
The Bad
Not on its own geared for a financial planning practice
The Bottom Line
I use an old version. Haven't updated because when decided to do something it will be with a more industry-specific product.
Was this review helpful to you?
Comments
Ordering
