Broker Agent 360

What do you like best?

I like the functionalities and it having so many features with it. It makes managing the brokering deals and all so much easier. Especially when laying out the portfolio, I can add whatever I want to and the customer will see a really simple portfolio. This is the ideal situation in my opinion.

What do you dislike?

All that what I said in the pros section is only effective if you can actually manage doing it. The interface isn't as simple for a new comer and he will definitely have some troubles managing it all initially. But I think in the end, it makes up to it as the benefits are plenty.

Recommendations to others considering the product:

Go ahead and do not hesitate with trying it out!

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

I just managed to solve the ineffectiveness of dealing with my clients and broker agent 360 has certainly helped me with it.