Portfolio Manager

What do you like best?

I really like how intuitive this software is to use. It has some unique and innovative methods I have not seen with other similar software programs. Our company was able to save considerable money via a tax benefit recommended by BlueSky. We were all super impressed and have recommended them to a couple of our neighboring businesses. The financing knowledge provided from this program saved us time and money.

What do you dislike?

There were some hiccups getting started with this program. I thought it could have been easier and found some of the questions asked redundant.

Recommendations to others considering the product:

Make sure you read the mission statement carefully to make sure this program is right for your company. Ask the right questions via support staff to make sure you are getting the right software for your business.

What problems are you solving with the product? What benefits have you realized?

Risk management is smarter when using BlueSky. We have less risk and have realized some savings because of the risk management insight provided by BlueSky.