Adaptive Insights

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Ratings & Reviews

Overall Rating

4.20 / 5 (106)

4.49 / 5 (164)

Ease-of-Use

4.0 / 5

4.0 / 5

Value for Money

4.0 / 5

4.5 / 5

Customer Support

4.5 / 5

4.5 / 5

Functionality

4.0 / 5

4.5 / 5

Last Reviewed

February 6, 2020

December 2, 2019

Pros/Cons

  • Pros

  • I love the fact that I can easily extract data. I also like that I can setup account restrictions and distributions to make sure data is correct and accurate, not to mention it saves time!

  • Easy to use Wide range of training available Excellent customer support

  • Cons

  • Very expensive. Annual cost has gotten to the point where it almost matches what it would cost us to implement another software suite entirely.

  • The only big drawback with Financial Edge has been cost. The initial install and annual maintenance are a hefty price for a nonprofit struggling to serve its constituents.

  • Pros

  • I like how it is easy to use and that they thought of the things that we really need to do our job. It looks good and works.

  • Easy to gather, audit, and lock down inputs from key contributors. It was also very easy to create multiple versions and scenarios.

  • Cons

  • They have an excel add in you can use and I love it. I allows you to use excel to pull data from the system and make your own reports. However, there are sometimes glitches so that's annoying.

  • Little bit of a learning curve but once you get it, you got it! It's fairly difficult to get set up and get it going but when that's done, it's easy.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

17 Recommendations

28 Recommendations

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

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