I love how easily you can send a custom fact find to a client. My prosperity sends reminders to our clients, and it also notifies you when it's done. I also love how the PDF reporting is displayed. I can download it and share it with key partners. Review collected by and hosted on G2.com.

The only thing would be is if the client has used my prosperity in the past with another firm/ company, you'll need a new email address to create a contact in your system. it doesn't like duplicate email addresses. Review collected by and hosted on G2.com.