Review Detail
Overall rating
2.2
Company
3.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
3.0
Productivity
3.0
Client Portal
1.0
Integration
1.0
Security
3.0
Pricing
4.0
Long time user satisfied but would probably use another product if starting today
NA
User Review
The Good
Calendar maintenance, activity note entry
The Bad
Not designed for financial services businesses. Haven't found any useful user groups.
The Bottom Line
As a long-time user, I am reluctant to change due to familiarity and questions re client data transfer to a new product.
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Comments
Ordering
