Review Detail
Overall rating
2.8
Company
3.0
Software Support
2.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
2.0
Productivity
3.0
Client Portal
3.0
Integration
1.0
Security
4.0
Pricing
4.0
Where's the integration with eMoney?
Looking to go back to Outlook with some sort of CRM plug-in
User Review
The Good
Web-based application.
The Bad
Very little documentation. I really do not like watching a 'How To' video and much prefer to read exactly what I need, not sit through a 3 minute presentation that may or may not have what I need. Poor integration with eMoney.
The Bottom Line
We went with Red Tail for their integration with eMoney. It is a one-way push of client information only to eMoney. No two-way communication with eMoney does not add value.
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Comments
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