Review Detail
Overall rating
4.0
Company
5.0
Software Support
5.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
5.0
Client Portal
1.0
Integration
4.0
Security
5.0
Pricing
5.0
Redtail
I would (and have) recommended RedTail.
User Review
The Good
Love that it is web based. I would never go back to running the software myself. Like the integraton with EMoney, LaserApp and Albridge.
The Bad
You have to be very careful when setting appointments and to do's that you get every check box . . . otherwise you may miss a task or appointment.
The Bottom Line
I would not even consider another product. Great value for the cost.
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