I have been using this software for the past three years, and it has consistently made annuity management easier and more efficient. Here are the features I appreciate the most:

1. Provides timely reminders for upcoming renewals and deadlines.

2. Pays annuities on our behalf one month in advance, ensuring timely payments.

3. The software is user-friendly and easy to learn, allowing anyone to adapt to it quickly.

4. Its features are intuitive and easy to use. For example, it allows users to add data either one case at a time or upload multiple cases simultaneously.

5. Allows data to be exported and downloaded in Excel format.

6. Automatically archives cases once they have expired.

7. Enables users to update payment instructions themselves, such as whether a particular case should or should not be paid.

8. Allows users to request price quotations directly through the software.

9. Provides the ability to forecast upcoming renewals for a selected period.

10. Offers excellent customer support. If users have any questions or issues, they can simply send an email, and the support team responds promptly with effective assistance.

11. The pricing is affordable and offers good value for money. Its foreign exchange conversion rates are reasonable, making the official fees more cost-effective.

12. The system is highly reliable. I have never experienced it freezing, crashing, or encountering bugs while using it.

13. The system is advanced and intelligently designed. It stays up to date with the latest official fees and regulations for multiple countries, ensuring that the information is always accurate and current.

Overall, using this software has significantly improved my workflow. I no longer have to worry about tracking annuity due dates or making payments manually, as the software handles them automatically and on time. Its user-friendly interface, useful features, and reliable customer support make annuity management simple and efficient. It has saved me time, reduced the risk of missed deadlines, and given me peace of mind. Review collected by and hosted on G2.com.

Overall, there isn't much to dislike about the software. However, there are a few minor areas where I believe it could be improved:

1. The system does not allow users to update certain bibliographic details, such as publication information. For these changes, we need to contact customer support via email.

2. Occasionally, portfolio logos are not displayed correctly and appear stretched.

3. The status column is not always updated promptly. Even after an annuity has been paid, it can take several days for the status to reflect the payment. A real-time or faster status update would improve the user experience. Review collected by and hosted on G2.com.