Easy to submit items for review and complete training. Review collected by and hosted on G2.com.

It's great! No issues have ever come up. Review collected by and hosted on G2.com.

Parts of it are easy to understand and there are not a lot of technical glitches. Review collected by and hosted on G2.com.

The administrator is responsible for setting up the broker feeds for each person's account. This makes the setup extremely tedious because you have to work with each bank.

It's hard to see, on the company side, all of one person's certifications. You have to basically go into an emulate view as if you're the employee to see that.

Customer service is nearly non-existent. All they provide is an email address which I've yet to receive a response from (it's been over a week since my first inquiry and still haven't heard anything). Review collected by and hosted on G2.com.

It's a user-friendly site and I get a response immediately if I have a question. Review collected by and hosted on G2.com.

nothing at the moment. I think there have been lots of improvements over the last 3 yrs. Review collected by and hosted on G2.com.