Review Detail
Overall rating
3.7
Company
4.0
Software Support
4.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
4.0
Client Portal
3.0
Integration
4.0
Security
4.0
Pricing
4.0
Excellent web based solution that is very helpful particularly when they serve as email host.
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User Review
The Good
Web Based. Cost effective. Email archiving is excellent when they host your email.
The Bad
Work flows don't show up on calendar rather as to-do items on daily schedule.
The Bottom Line
Overall, it's a very good system and well worth the cost versus other systems.
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