Review Detail
Overall rating
4.1
Company
5.0
Software Support
5.0
Investment Tracking
5.0
Insurance Tracking
5.0
Workflow Management
5.0
Productivity
5.0
Client Portal
1.0
Integration
4.0
Security
1.0
Pricing
5.0
Great software and support;
.
User Review
The Good
Easy to use and navigate; great tool for client and practice management.
The Bad
Would like to see custom reports (and groups) with the ability to pull data from multiple client and/or contact tables.
The Bottom Line
Great value for the money.
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