Review Detail
Overall rating
2.0
Company
3.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
1.0
Productivity
4.0
Client Portal
1.0
Integration
1.0
Security
3.0
Pricing
3.0
I've used ACT forr several years and is has worked well as a CRM.r
ACT works well as a CRM, but I haven't customized it for financial advisor use. Note that I'm still using the 6.0 version, which is dated but good enough for my needs.
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