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SmartAsset Review

3

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Very good

Revainrating 4 out of 5  
Rating 
4.0
ERP, Asset Management

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Description of SmartAsset

SmartAsset Office Deployment Capability (ODC) enable deployment of key asset management functions including asset navigation and monitoring, maintenance and project planning, task assignment, and reporting

Reviews

Global ratings 3
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Type of review

Revainrating 4 out of 5

Great resource when it comes time making big finance related choices

Smart Asset is very useful for anyone who needs to make decisions about their investments. This is my go-to site for investing research and portfolio management. The ability to get in depth reports and analysis on different markets is great. I do not like that you have to be logged in to use the platform. It would be nice if you could access the content without logging in. The interface can sometimes be difficult to navigate as there are lots of tabs that can easily get lost. If you have…

Pros
  • Customizable
  • Informative articles, data sets & tools.
  • Easy navigation between sections/tabs when using mobile app (iOS)
  • Great user experience overall easy signup process!
Cons
  • Sometimes hard navigating through various tab options.
  • Somewhat clunky UI design at times

Revainrating 4 out of 5

Great Budget Planner Tool: SmartAsset

I like that it makes budgeting so much easier to understand than anything else we had been using in our department. It also allows us to see where all funds are going without having to go through each line item one by one. The overall interface is not as user friendly as some other programs out there, but they have continued to make improvements with this program over time. For now, it's still usable for its intended purpose - tracking your finances! We're able to plan better budgets and know…

Pros
  • It provides a way to monitor our finances and make good financial decisions based on the current state of our needs
Cons
  • It is a bit clunky and not as intuitive as others

Revainrating 4 out of 5

Easy way keep organized & improve productivity

This tool is great for tracking our budget, progress, and costs associated with projects. It's simple to use, but has a lot of customization options. I wish there was an option to be able to create separate budgets per department or sub-department. We are using it to manage all of our accounts payable and receivable, so that we can track them easily. By doing this we have been able to better understand where we spend money, as well as what we should focus on improving. The ability to create…

Pros
  • Easy navigation
  • Extremely helpful customer support team who offers live chat assistance.
  • Quick response time from techs during troubleshooting sessions if issues arise
  • Customizable reporting formats very flexible/customizeable without scripting knowledge required (easy enough even non technical staff members could do)