# Richards Financial Reviews
**Vendor:** Richards Financial  
**Category:** [Financial Consulting Providers](https://www.g2.com/categories/financial-consulting)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About Richards Financial
Richards Financial is a firm that help businesses, nonprofits, individuals and families with strategies and financial products designed to accumulate and conserve wealth, to manage risk and to assist in pursuing goals and objectives.




## Richards Financial Reviews
  ### 1. RICHARDS FINANCIAL PLATFORM.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Gladwell M. | SENIOR ACCOUNT EXECUTIVE. , Mid-Market (51-1000 emp.)

**Reviewed Date:** May 13, 2019

**Describe the project or task Richards Financial helped with:**

Mimi y company is an outimate in offering customers with financial loans to improve there business. Through Richards Financial Software all our company desires were implemented. It's an amazing platform. 

**What do you like best about Richards Financial?**

Honestly, I like everything in Richards Financial software. First, this software has enhanced collaboration between my users and clients which in turn has boosted financial security. Also this is an amazing software which is easy to create and use since its cloud based platform.  Richards Financial software also has customized all our desires to fit to all our customers need and desires. This software has also improved tracking and reporting of workflow within my organization. It's an excellent platform. 

**What do you dislike about Richards Financial?**

I have used this software for 3 years and it's all amazing. Richards Financial software has been a game changer within my company.  This is because it has transformed all my financial structures to perfection. The only thing I could wish management team to work on is improving the speed of Richards Financial software for more efficiency. Also to lower pricing regime to favor all users. 

**Recommendations to others considering Richards Financial:**

From the very first time we started using this software all our financial statements has been improved greatly. All aspects of customization, collaboration, tracking companies workflow and many others. This is a perfect software. 

**What problems is Richards Financial solving and how is that benefiting you?**

My team always complained about poor tracking of companies workflow leading to inconvenience, poor user-customer collaboration,poor customization options.  This software has been a milestone in all financial statements within my company.


## Richards Financial Discussions
  - [What is Richards Financial used for?](https://www.g2.com/discussions/what-is-richards-financial-used-for)

- [View Richards Financial pricing details and edition comparison](https://www.g2.com/products/richards-financial/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-18+23%3A38%3A54+-0500&secure%5Bsession_id%5D=3054f793-2f1b-497a-9394-273424bba472&secure%5Btoken%5D=10eed1aaf9de74e8a7d628668a2e252be5049c45877ea8d7b30dfac27a0ee667&format=llm_user)

## Richards Financial Features
**Planning**
- Needs Assessment
- Resource Allocation
- Stayed within Budget
- Statement of Work
- Best Practices

**Delivery**
- Technical Expertise
- Met Deadlines
- Meeting Management
- Project Updates
- Scope Management
- Roll-out

**Team Quality**
- Change Management Skills
- Executive Presence
- Vertical Expertise
- Technology Partnerships

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