Review Detail
Overall rating
3.1
Company
4.0
Software Support
4.0
Investment Tracking
3.0
Insurance Tracking
1.0
Workflow Management
4.0
Productivity
4.0
Client Portal
1.0
Integration
3.0
Security
4.0
Pricing
3.0
Good product and mobile solution
Overall, a good product and worth the investment if you can put to use most of its features.
User Review
The Good
Access anywhere on the Internet and integration of third-parties in adition to email archiving and imaging all in one place. Good user group on Google for peer-to-peer support.
The Bad
Customer service wait times can be long. Don't leave a message because rarely returned in my cases. Could improve its training to help advisors use all functions. Can't use graphics in Web-based email.
The Bottom Line
Good investment in organizing client contacts and productivity.
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