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Gravitas Technology Services LLC Review

3

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Very good

Revainrating 4.5 out of 5  
Rating 
4.7
Value-Added Resellers (VARs), IBM Channel Partners

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Description of Gravitas Technology Services LLC

A global solutions and services provider dedicated to the Investment Management and the Credit community.

Reviews

Global ratings 3
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    2
  • 4
    1
  • 3
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  • 2
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  • 1
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Type of review

Revainrating 5 out of 5

Great tool and resource especially useful during mid-year checkups

I like that it is very quick, easy access of data for my clients in order to keep up with them as they are moving through their life stages from young adult into retirement planning etc., It's also great because you can see what your client has saved so far at any given time without having to go back further than 1 year or 2 years past when we started using this service - which was helpful since our database didn't have all previous records stored! Nothing really but just be sure if there will…

Pros
  • Accessible via phone
  • Allows me greater freedom during tax season while keeping track remotely rather then going out personally collecting docs.
  • Provides detailed explanations along w written instructions.
  • Great help & support provided over telephone

Revainrating 4 out of 5

A fantastic Customer Relationship Manager

Gravitas has been our CRM for nearly 15 years. There are so many features of this program that we have yet to use all of them. We appreciate their constant innovation and support. I think they have the best customer service out there. They really listen, ask questions, and get back to you quickly with a solution. Nothing! We love Gravitas. It is easy to navigate through the system, it's easy to communicate with customers and prospects. It's also easy to send emails directly from within the…

Pros
  • We have been using Gravitas for over 15 years and I can't imagine using anything else
Cons
  • I wish there was a way to create custom forms

Revainrating 5 out of 5

Very Pleased With Tendril Results - Great Customer Service

The ease of use, quick response time, friendly staff members who are always willing to help out in any way they can. I would say that this is one service you don't want to go without when dealing with your credit score! There really isn't anything negative about their product or customer care; it's all good! They have been very helpful as we transitioned from another software platform into theirs. We were able to see our progress at every step along the process which made us feel more…

Pros
  • It actually makes sense now so much less information required than before where each month there wasn’t an abundance amount requiring double (or triple) effort..and not knowing what data goes towards whom how confusing..now everything has its place here
Cons
  • Some cons