I like the functionalities and it having so many features with it. It makes managing the brokering deals and all so much easier. Especially when laying out the portfolio, I can add whatever I want to and the customer will see a really simple portfolio. This is the ideal situation in my opinion. Review collected by and hosted on G2.com.
All that what I said in the pros section is only effective if you can actually manage doing it. The interface isn't as simple for a new comer and he will definitely have some troubles managing it all initially. But I think in the end, it makes up to it as the benefits are plenty. Review collected by and hosted on G2.com.
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This reviewer was offered a nominal gift card as thank you for completing this review.
Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review.


