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1 Level
824 Review
53 Karma

Review on HSI Custodial Solutions by Ben Balas

Revainrating 4 out of 5

Solid platform with little room/need improvement

The system was easy for our team to use, it did what we needed without any issues. We were able to track billing in real time which helped us keep accurate records of payments. There wasn't anything I really disliked about this product. It has been very helpful to have an all-inclusive solution so that there isn't much left out when trying to do things as efficiently as possible. This allows my staff to focus more on customer service rather than having to spend their valuable time searching through different programs or websites to find answers they need. Our accounting department can now easily update information online instead of needing to go back into multiple systems. This helps ensure that everything is up-to-date at once. Now we are able to see who hasn't paid for accounts before the due date so that we don't send them reminders too late. Tracking invoices also makes sure no one gets double billed when someone else uses their.

Pros
  • Great reporting capabilities both financial & management reports.
Cons
  • Nothing major