The best part about sice was that they were able to accommodate our needs even though we are very small firm with limited resources as far financial planning goes! Very good people who have been so helpful during my time working there for almost two years now!! Nothing really bad i can say but would like them maybe provide more training material which will enhance their services greatly because some concepts may not be clear just yet. They do offer great customer service when you need help atβ¦
Pros
I've enjoyed learning from this software, its unique approach has allowed me an opportunity learn new things while also providing insights into what is happening within client portfolios or individual accounts