Review Detail
Overall rating
4.0
Company
5.0
Software Support
5.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
4.0
Productivity
5.0
Client Portal
3.0
Integration
4.0
Security
5.0
Pricing
5.0
Well worth the money
Worth the money to use this system, but could use some improvements.
User Review
The Good
Excellent CRM for advisors for not best for tracking accounts and it is web based.
The Bad
Falls short on the investment account side. I don't use it at all to review accounts.
The Bottom Line
Will continue to use as it fills my firms need for the CRM and worth the cost.
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