an okay system--the mobile platform (what mobile platform you ask?) cause it doesn't really exist -
nuff said
User Review
The Good
not expensive
The Bad
seems old school on interface; no peer2peer (like "appexchange" environment) for best practices; mobile platform for Bberry sucks...and the sync'ing to Emoneyadvisor is horrible
The Bottom Line
okay for the price/cost...everything else Saas is more money per month--
You'll be emailed a discount coupon for $30 off the CFP® Ethics Class after signing up for A4A's $60 quarterly membership, featuring Fritz Meyer, Bob Keebler, and Craig Israelsen.