Review Detail
Overall rating
4.2
Company
5.0
Software Support
2.0
Investment Tracking
4.0
Insurance Tracking
4.0
Workflow Management
4.0
Productivity
4.0
Client Portal
4.0
Integration
5.0
Security
5.0
Pricing
5.0
Love it
The program takes some work but the Wealth Management version with integration of add on's like AppCrown and XLR8 are all worth it.
User Review
The Good
Best program we've ever used.
The Bad
Basic support isn't great and that's about to improve
The Bottom Line
Couldn't ask for more.
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