The eWise AEGIS platform enables you to connect with user's financial accounts. Consumers, businesses and investors are empowered to safely aggregate, store, manage and share their sensitive financial information with you, in a safe and secure way, through our patented client-side aggregation technology.
I like that it is easy for multiple people (employees) within an organization or department to access this software without having many different applications open at once.
It can be very slow when loading pages sometimes which causes my computer/browser application freeze up but not all of these issues have been resolved by recent updates from support teams so far! There should also allow more customization options such as allowing users to make changes themselves rather than just giving them
Pros
Great customer service provided via email & phone calls whenever necessary !!!! Keep using their services..they will always provide solutions quickly :)
ewise has been a great platform and is very easy to use. I have no dislikes. I have been using ewise for over a year now and haven't found any problems. ewise has been great with my banking and credit card accounts and I highly recommend them. I have not been able to find any dislikes. My bank and credit cards have been transferred to ewise with no problem.
I have no idea why I would have any dislike for ewise. I highly recommend ewise. ewise has been a great experience. Their customer service…
Pros
It's really convenient, user friendly & simple.
You can do multiple tasks from one program
There are many account transfer options such as moving all your financial assets at once without having each step manually completed separately
The website provides quick access there’s an instant preview available before making transfers!There was nothing i liked best in this software because
I like that it is very easy for customers to use as they don't have to know anything about computers or tech, everything can be done by an app which makes things easier than before. It allows me to track my customer's account activity and even give them tips from time to time to help keep them out of trouble. Not much at this point but i am sure there will be changes coming soon.
If your looking into something similar then go look into ewise. You'll love how simple it works if someone needs…
Pros
Easy way
No coding experience needed (although some are still required)
Simple dashboard with info
Great Customer Service/ support team when questions arise.
Wide variety available products & services offered through one place insteadof having separate companies managing different items separately