Review Detail
Overall rating
3.5
Company
5.0
Software Support
4.0
Investment Tracking
4.0
Insurance Tracking
1.0
Workflow Management
4.0
Productivity
3.0
Client Portal
1.0
Integration
4.0
Security
4.0
Pricing
5.0
For Value Oriented Advisors this could be the perfect fit!
So far so good...to be continued:-)
User Review
The Good
Brand new user. Currently converting investment data from Techfi's Portfolio 2000. It is going well. Company staff have been a pleasure to work with so far.
The Bad
No time to learn the CRM application yet, after tax season:-)
The Bottom Line
Pricing is great! Company has been very responsive. Get solid CRM and Investment Performance for less than $1k per year!
Was this review helpful to you?
Comments
Ordering
