Review on WealthObjects by Elvis Bragg

I like that I can set up multiple accounts for my clients in one place, which saves time. It's not easy to switch between different accounts, but it does get easier over time. The support is also great - they're always quick to respond and very helpful. If you need help with your account or have questions about how to use the software, they're happy to help you out. There's no real downside. We've been using WealthObjects for about 3 years now, and we haven't found anything that we dislike. It's very easy to set up new clients, keep track of them, and move funds between accounts.