Review Detail
Overall rating
2.3
Company
4.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
3.0
Productivity
3.0
Client Portal
1.0
Integration
1.0
Security
3.0
Pricing
4.0
It think it works in the right hands
Have used Act, Advisors Assistant and Redtail. Everytime i leave a vendor i go back to outlook.
User Review
The Good
Standard stuff. Everyone knows how to use it. Works perfectly with Word and Excel.
The Bad
Not industry specific. Lots of workarounds.
The Bottom Line
Drives our day but adds very little to our success.
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