Review Detail
Overall rating
2.7
Company
3.0
Software Support
3.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
3.0
Productivity
3.0
Client Portal
3.0
Integration
2.0
Security
3.0
Pricing
3.0
Highly customizable, but not certainly no pre-packaged
Requires more setup than other packaged software that is better geared to advisors. Report use is not intuitive.
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