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Geezeo Review

3

Β·

Very good

Revainrating 4.5 out of 5Β Β 
RatingΒ 
4.3
Vertical Industry, Financial Services

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Description of Geezeo

Geezeo Empowers your financial institution's online customers, giving them a holistic view of their financial assets, liabilities and budgets.

Reviews

Global ratings 3
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Type of review

Revainrating 5 out of 5

Robust solution designed keeping various aspects into consideration

Easy to use for new users as well experienced one! The customer support team is great in helping with any technical issues that arises during implementation phase or while using our product. Nothing much positive thing I can say about it so far but all are negotiable if you have some requirements which we might not be able meet fully right now due time constraint etc., We had used this tool before by another vendor - they were really good at supporting us throughout project lifecycle from…

Pros
  • Also having ability configure different environments independently within same platform gives added advantage when compared against similar proprietary commercial tools providing these functionalities separately eaither natively or via
Cons
  • Some disadvantages

Revainrating 4 out of 5

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…

Pros
  • Allows access from anywhere
  • Easy navigation between pages
  • Good support when necessary
Cons
  • 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

Revainrating 4 out of 5

Intuitive, Easy To Use Budget Tracker Software

I like that it is easy to use and very intuitive. It has many features unlike other budgeting software programs out there. The customer support can be quite slow at times but they are working hard to improve this. They need some better tools for mobile users. Get in touch with several companies who have used this product before you start looking so you don't waste time trying something else. We needed a tool where we could input all our transactions as well as keep track of our spending which…

Pros
  • It has a very easy to use mobile tool
Cons
  • I have to input all of our transactions for the month and it is very time consuming