What I like most is how easy the software is to use, and how intelligently it can retrieve data directly from a scan instead of requiring me to manually input that information. The intuitive nature of the software made onboarding easy. I also appreciate the interactive nature of the outputs, which helps support more meaningful conversations with clients. On top of that, the software processes the outputs quickly, which makes the overall workflow smoother. The pricing was competitive with the previous software I was using for analysis and I am getting better reporting and analysis from this software Review collected by and hosted on G2.com.

Doing a side-by-side comparison between a client’s current portfolio and the one I’m recommending isn’t very easy to do in the system. Also, when I household a client’s accounts and then try to compare just one account within that household, I can’t figure out how to complete it. Review collected by and hosted on G2.com.