Review Detail
Overall rating
4.0
Breadth Of Data Aggregated
5.0
Advisor Dashboard
4.0
Client Dashboard
4.0
Overall Data Quality
4.0
Investment Data Quality
5.0
Bank Account And Other Asset Data Quality
3.0
Insurance Policy Data Quality
3.0
Credit Card Data Quality
3.0
Other Liabilities Data Quality
3.0
Portfolio Accounting Integration
5.0
Financial Planning Integration
3.0
CRM Integration
3.0
Data Scrubbing
4.0
Security
5.0
Training
4.0
Support
4.0
Pricing
5.0
Helpful addition to the planner's tool box
I'll be wanting to use this more extensively, for liability as well as asset data; hoping it will integrate with ProTracker at some point for that.
User Review
The Good
Saves data entry and reduces data errors. I'm not using all of the capabilities yet, but I will! Easy to set up; I'm using the Web Portfolios function so that my clients can set up their accounts and not reveal passwords to me, to avoid custody issues.
The Bad
There's a little client resistance to getting with the program (using Web Portfolios); would like to know how to reassure them about the data security.
The Bottom Line
Who likes data entry? Not me!! So this is massively helpful in using my brain in the right way, not searching for some silly input error.
Was this review helpful to you?
Comments
Ordering
