Review Detail
Overall rating
3.0
Company
4.0
Software Support
3.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
2.0
Productivity
3.0
Client Portal
2.0
Integration
4.0
Security
4.0
Pricing
4.0
Retail isn't perfect but pretty good
I would recommend it as a cost effective solution
User Review
The Good
Web based, easy to use and well priced
The Bad
Poor work flow mgmt
The Bottom Line
Great for a solo shop
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