Review Detail
Overall rating
4.4
Company
4.0
Software Support
5.0
Investment Tracking
4.0
Insurance Tracking
4.0
Workflow Management
5.0
Productivity
5.0
Client Portal
5.0
Integration
4.0
Security
4.0
Pricing
4.0
Have used it for 4 years and are pleased with it. Comprehensive & great support
Have used it at my part-time employment for about 4 years. It has more features than we use but we are pleased with it.
User Review
The Good
Comprehensive - tracks activity, workflow, documents; excellent support (phone, online, training)
The Bad
Really intended for a larger office, not the small one person practitioner.
The Bottom Line
Would recommend for an office with at least 3 or more people.
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