Review Detail
Overall rating
4.3
Company
4.0
Software Support
5.0
Investment Tracking
4.0
Insurance Tracking
4.0
Workflow Management
5.0
Productivity
4.0
Client Portal
4.0
Integration
4.0
Security
5.0
Pricing
4.0
They've thought of just about everything
Pleased so far.
User Review
The Good
Comprehensive inclusion of all things client-interfacing.
The Bad
Takes a while to get up to speed.
The Bottom Line
Once you've got a handle on what works for you, a valuable tool.
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