Review Detail
Overall rating
3.5
Company
5.0
Software Support
5.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
3.0
Productivity
4.0
Client Portal
2.0
Integration
2.0
Security
4.0
Pricing
4.0
I'm very satisfied with this product.
Looking forward to how this will work in "the cloud"
User Review
The Good
Keeps me organized and on top of my work; I especially like the task and project functionality and the workflow templates. I have used this product for about 12 years now.
The Bad
Sometimes the document links crash and have to be restored.
The Bottom Line
Really great product for sole practitioners! The only product I've seen that is really designed by a working financial planner.
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