Review Detail
Overall rating
3.0
Company
4.0
Software Support
3.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
2.0
Productivity
2.0
Client Portal
1.0
Integration
3.0
Security
4.0
Pricing
5.0
Adequate for small office looking for lower cost value, but is a bit slow
If a "1" is entered, it is due to no experience in that area - interpret as "not applicable"
User Review
The Good
Low cost, interfaces well with a variety of industry applications
The Bad
SLOW (Leapfrog is an improvement, but is still in beta)
The Bottom Line
Do several training modules and configure your customizations BEFORE you import your database or info.
At the point in time that I am willing to spend more $, I will look at their competition.
At the point in time that I am willing to spend more $, I will look at their competition.
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