Review Detail
Overall rating
3.3
Company
4.0
Software Support
3.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
3.0
Productivity
4.0
Client Portal
2.0
Integration
4.0
Security
4.0
Pricing
5.0
Good value for the price
easy to learn basics
User Review
The Good
price and ease of use
The Bad
hold time for tech support
The Bottom Line
good for the price
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