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Pros: Paper trail is awesome. We know exactly what is happening, who, what, where and why!!
Pros: THIS IS A GREAT APP! IT COVERS ALL PARTS OF SERVICE AND INTEGRATES THEM INTO THE SYSTEM!
Pros: The concept is great. A fully integrated, ipad ready, get your advisors on the lane to upsell program.
Cons: Its not fully integrated, its cumbersome and adds work instead of lessening it. It had glitches and hiccups and the majority of install and training was spent working out bugs.
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