Richards Financial Reviews & Product Details

Richards Financial Overview

What is 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 Details
Product Description

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.


Seller Details
Seller
Richards Financial
HQ Location
Englewood, CO
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Richards Financial Reviews

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SENIOR ACCOUNT EXECUTIVE.
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2
Describe the project or task the provider 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. Review collected by and hosted on G2.com.

What do you like best?

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. Review collected by and hosted on G2.com.

What do you dislike?

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. Review collected by and hosted on G2.com.

Recommendations to others considering the provider:

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. Review collected by and hosted on G2.com.

What problems are you solving with the provider? What benefits have you realized?

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. Review collected by and hosted on G2.com.

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