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KS
Kshtij Shah
WealthSageCapital, 11-50 employees
More than a year
5.0
“Great product - Our wealth managers love it! ”
Pros
Relationship based acquisition is great. Their Networth estimate is pretty accurate. AI enrichment helps a lot.
Cons
Design - Still room for improvement. Sometimes takes time for data pull.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
9
Functionality
10