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Ratings & Reviews

Overall Rating

4.20 / 5 (106)

4.44 / 5 (123)

Ease-of-Use

4.0 / 5

4.5 / 5

Value for Money

4.0 / 5

4.0 / 5

Customer Support

4.5 / 5

4.0 / 5

Functionality

4.0 / 5

4.5 / 5

Last Reviewed

February 6, 2020

February 10, 2020

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 loved the user-friendly dashboard and how easily it connects to all of your different services and platforms.

  • I enjoy the ease of setting up new company files and effective recording. Automatic updates is awesome!

  • Cons

  • It can get really pricey but you pay for what you get also it take awhile to learn but the customer service line is always there to help.

  • A bit tricky when you have a question, but I do like the forum for users.

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)

18 Recommendations

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots