1 Level
807 Review
43 Karma
Review on Financial Solutions Aggregator by Mike Davan
Easy way keep track or partner relationships
The most important thing is that we have a lot of options for our business, which is very helpful when you are working with a large number of partners. I like that it takes into account all of the factors involved in the decision-making process. It also gives us a lot of flexibility in terms of what we can do with our data. I dislike that there are not enough features, but this has been addressed by the development team. We use Finarm to get quotes from a wide variety of vendors and compare them to each other. This gives us more choice in choosing who to work with.
Pros
- Flexible product offerings.
- Ability provide multiple inputs (data) without making things difficult as well.I think they're good solutions here!
Cons
- Not much information available yet about these products' capabilities or their benefits, since only two people know how everything works within my particular organization at present time due so few employees knowing anything else than Excel & Datalogix Data
