Review Detail
Overall rating
5.0
Overall Satisfaction
5.0
Customer Service
5.0
Technical Knowledge
5.0
Qualifications Of Personnel
5.0
Range Of Services Offered
5.0
Financial Advisor Experience
5.0
Expertise In Area(s) Of Specialization
5.0
Response Time
5.0
Affordability
5.0
They Know Your Business
The less time that I spend trying to find things, figure out how to organize things, and figure out where to file things, the better off I am! I can now save and retrieve documents with one or two mouse clicks! Watch the videos on their Web site to see how easy document management can be. Requires a considerable upfront commitment of your time and energy, but really worth it.
User Review
The Good
Experts in document and workflow management with some really great software for independent advisors who want to be organized, consistent in their procedures, and productive.
The Bad
Can't say anything bad...
The Bottom Line
Your time = money! Why waste your time (i.e. your money) struggling when, for a lot less outlay, you can get expert programs to work hard for you so that you can work smart (and have more free time!).
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