Review Detail
Overall rating
3.5
Company
4.0
Software Support
4.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
4.0
Client Portal
1.0
Integration
4.0
Security
3.0
Pricing
5.0
Great value for the price!
Works pretty good for us but we will likely find an alternative solution to the email issue.
User Review
The Good
Web-based for easy access, great at integrating new ideas and fixing errors promptly, flexible for a variety of customized inputs, inexpensive.
The Bad
Slower to load in the afternoon, the email archiving functionality is very limited (basically, a read-only), can't limit access to certain users (i.e., you can either see everything or nothing at all).
The Bottom Line
A great value for practices that allow full access at all user levels.
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