The software is easy to use and has helped our team develop deeper relationships with our clients. Tracking, monitoring, and optimize client data was a pain point for us prior to Adviai. In addition, tracking new assets, prospects, and existing assets is very straightforward. The visualization of data has made our operations more efficient. Review collected by and hosted on G2.com.

The onboarding process took about a week for us to transfer over from our existing CRM platform - however the onboarding team at Adviai did it for no cost which was a huge value add! Review collected by and hosted on G2.com.