Mr Gary F.
Financial advisor review
After six months use here is my hosest assessment. The onboarding specialist had little or no idea as much as me in how to use the software... After a while I was given a new specialist who promised much but delivered little. The software is clunky and out of date. Basically, your left to your own devices... Good luck The software is out of date and hales back to the 90s Customer services is a joke with little or no feed back today I discovered simply biz offer call service was never told about this I'm in for 12 months but will be looking into a better solution.




