Review Detail
Overall rating
2.1
Company
3.0
Software Support
1.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
3.0
Productivity
3.0
Client Portal
1.0
Integration
1.0
Security
2.0
Pricing
5.0
Low price to start but a constant struggle with no support unless you pay lots
We spend a lot of time dealing with ACT issues.
User Review
The Good
Inexpensive, does the basics
The Bad
finicky software without support. Poor integration with Outlook emaail
The Bottom Line
Okay to start but plan to move on
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