Review Detail
Overall rating
3.5
Breadth Of Data Aggregated
5.0
Advisor Dashboard
3.0
Client Dashboard
3.0
Overall Data Quality
4.0
Investment Data Quality
4.0
Bank Account And Other Asset Data Quality
4.0
Insurance Policy Data Quality
3.0
Credit Card Data Quality
3.0
Other Liabilities Data Quality
3.0
Portfolio Accounting Integration
3.0
Financial Planning Integration
3.0
CRM Integration
3.0
Data Scrubbing
4.0
Security
5.0
Training
3.0
Support
4.0
Pricing
3.0
This has been a significant resource to our firm.
Things we don't use or N/A are rated 3 stars.
User Review
The Good
We are able to download prices automatically for client's 401k plans, VAs, etc. and incorporate them in our portfolio reports.
The Bad
Sometimes certain prices may be delayed or there are a few problems with data not downloading correctly.
The Bottom Line
This software has been very helpful to our firm and avoids previous periodic manual entry.
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