Review Detail
Overall rating
2.1
Company
3.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
2.0
Productivity
2.0
Client Portal
2.0
Integration
2.0
Security
3.0
Pricing
3.0
Has steep learning curve for new users. Has too many unrelated capabilities that go unused.
I would only recommend it to firms with a need to keep track of many unrelated details with respect to a large amount of contacts.
User Review
The Good
Very robust software capable of many things.
The Bad
Overly complex for the average advisory firm.
The Bottom Line
Not built to serve IAs.
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