Review Detail
Overall rating
3.0
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
3.0
Robust, but the learning curve is tremendous with little support resources
None.
User Review
The Good
Consolidation of all aspects of financial planning practice.
The Bad
Difficulties encountered with rebalancing / trading functions and third party asset management.
The Bottom Line
Need a much more robust training platform to understand all features of the software.
Was this review helpful to you?
Comments
Ordering
