Review Detail
Overall rating
2.0
Company
3.0
Software Support
3.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
2.0
Productivity
3.0
Client Portal
1.0
Integration
1.0
Security
2.0
Pricing
3.0
Presently meets my needs
Biggest cost to migrating to another package is cost of data transfer.
User Review
The Good
Have been able to customize to meet my needs.
The Bad
Buggy, company is slow to respond to fix bugs. Runs slow. Sometimes problems with third party interfaces.
The Bottom Line
Works ok. Would switch to another program if price & features were right.
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