Review Detail
Overall rating
2.4
Company
4.0
Software Support
1.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
3.0
Productivity
2.0
Client Portal
1.0
Integration
2.0
Security
3.0
Pricing
4.0
Slow as molasses, weak support service, and laborious to customize
The costs (all forms of cost) is all that has prevented us from changing
User Review
The Good
Handles basic functions OK
The Bad
slow and buggy. Likes to lock up. Support services from the company are weak.
The Bottom Line
There appears to be plenty of offerings that would be better
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