Review Detail
Overall rating
3.1
Company
4.0
Software Support
3.0
Investment Tracking
3.0
Insurance Tracking
2.0
Workflow Management
2.0
Productivity
3.0
Client Portal
3.0
Integration
3.0
Security
4.0
Pricing
4.0
not bad
I could use training to help me with this
User Review
The Good
fairly easy to use
The Bad
does not like dictation software-jumps out of notes to some other function if you say a word that is associated with one of their catagories-very irratating
The Bottom Line
ok
Was this review helpful to you?
Comments
Ordering
