
Very user-friendly, taking 10minutes maximum to on-board and understand its functionality. Robust audit-trail captures all information and decisions, delivering all my compliance needs. With regular use, it becomes an easily accessible and secure repository of all historical knowledge on my clients, improving the efficiency of future advice. Review collected by and hosted on G2.com.
No ability at the moment to print a specific post - would be good if this functionality could be developed. Review collected by and hosted on G2.com.