Review on Geezeo by Patrick Ross
Best software out there - great functionality
I like that Geezeo provides me with all the information needed to make the best investment decisions for my clients. It is also easy to use and quick to find any information you need. Sometimes it is hard to navigate through the site, but the customer service team is always willing to help. We are able to keep track of all our investments in one place and quickly change things up if we want to. The layout can be changed at anytime to suit our needs and the user interface is simple. I would say most people who know what they want will have no problems using this program. It helps us to easily manage all of our client investments and allows us to provide the best service possible to each one. We would like to see more options for retirement accounts. There is not much to dislike about this program. If.
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- Allows access from anywhere
- Easy navigation between pages
- Good support when necessary
- Not very intuitive requires some training time
- Some aspects do require additional research before utilizing them properly (ex.: tax code tables)
- Does get long winded sometimes; slow loading times
- Can't create custom reports or graphs without contacting tech services department first.
- Needs an update/upgrade soon..it's getting old! :)Other notes:
- Would love better integration into other
