Review Detail
Overall rating
2.6
Company
3.0
Software Support
3.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
1.0
Productivity
3.0
Client Portal
2.0
Integration
3.0
Security
4.0
Pricing
5.0
Solid for basic, easy to produce analytics.
A good value.
User Review
The Good
Easy to use. Good with interactive client sessions.
The Bad
Analytics do not go very deep on most topics.
The Bottom Line
Solid for basic, easy to produce analytics.
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