| Overview |
One of the world's largest payroll and HR solutions providers offering services for businesses from small to enterprise. |
A cloud-based CRM designed for financial professionals offering contact management, workflow automation, and compliance features. |
| Pricing |
Subscription (Custom pricing) |
Subscription ($99/database/month (15 users)) |
| Key Features |
- Payroll processing
- Tax filing
- Benefits administration
- Time tracking
- Talent management
- HR outsourcing
- Compliance
- Analytics
|
- Contact management
- Workflow automation
- Seminar management
- Report writer
- Compliance tools
- Document imaging
- Calendar
- Mobile access
|
| Pros |
- Industry leader
- Scalable for any size
- Comprehensive features
- Strong compliance
|
- Per-database pricing
- Built for financial advisors
- Good compliance tools
- Integrates with custodians
|
| Cons |
- Complex interface
- Expensive
- Customer support varies
- Outdated UX in some areas
|
- Dated interface
- Limited customization
- Slow to innovate
- Mobile app is basic
|
