Review Detail
Overall rating
3.5
Company
5.0
Software Support
5.0
Investment Tracking
2.0
Insurance Tracking
4.0
Workflow Management
3.0
Productivity
5.0
Client Portal
2.0
Integration
2.0
Security
4.0
Pricing
3.0
This is a very comprehensive program that is constantly changing to meet new technical capabilities.
Overall I like the program.
User Review
The Good
Lots of capability to do reports etc.
The Bad
There is a long learning curve
The Bottom Line
I think it is worth the time to learn and use this software.
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Comments
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