John E.
Financial Services, 1-10 employees
Less than a year
“Overly complex from day one”
Pros
Right after the initial onboarding training, it was clear this software was not a good fit for me and I knew I would not end up using it.
Cons
It's far too complicated, with a huge range of features that most financial advisors will likely find overwhelming and probably won't fully use. Plus its layered, complex setup takes a major amount of time to learn properly which is more than many advisors can realistically commit to.
Rating Distribution
Ease of use
3
Value for money
4
Customer Support
4
Functionality
3
Derek N.
Financial Services, 1-10 employees
More than a year
“Powerful cash flow analysis”
Pros
It's a very comprehensive platform that supports multiple types of analysis and lets you really dig deep into cash flow details.
Cons
There's definitely a steep learning curve and at times it can feel too complex for certain clients.
Rating Distribution
Ease of use
9
Value for money
6
Customer Support
9
Functionality
8