Review Detail
Overall rating
2.4
Company
4.0
Software Support
3.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
3.0
Productivity
2.0
Client Portal
1.0
Integration
3.0
Security
3.0
Pricing
3.0
Serves basic needs, not designed specifically for financial services practice.
Adequate, but not optimal
User Review
The Good
Serves basic needs
The Bad
Not designed with financial services practice in mind.
The Bottom Line
Decent entry level software program.
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