Review Detail
Overall rating
3.6
Company
4.0
Software Support
4.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
5.0
Productivity
5.0
Client Portal
1.0
Integration
5.0
Security
5.0
Pricing
5.0
would not trade it for anything
would not trade
User Review
The Good
easy to use and customized
The Bad
Sometimes run slow if you have a lot of conttacts
The Bottom Line
would not trade
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