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Wise Agent

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Ratings & Reviews

Reviews are generated by real users. When reviewing a product, users are asked to assess the product’s overall quality, which includes assigning specific ratings for ease of use, value for money, customer support, and functionality.

Overall Rating

4.63 / 5 (1,105)

4.43 / 5 (525)

Ease-of-Use

4.5 / 5

4.0 / 5

Value for Money

4.5 / 5

4.5 / 5

Customer Support

5.0 / 5

4.5 / 5

Functionality

4.5 / 5

4.0 / 5

Last Reviewed

August 10, 2020

February 20, 2020

Pros/Cons

  • Pros

  • great configuration and super easy to customise

  • Excellent features and easy to use. Mobile phone app is very good.

  • Cons

  • At the time the AD integration wasn't live and we had to duplicate our data entry efforts. That's now been resolved.

  • The only con is how the software is difficult right out of the box. It's extremely powerful so it does take a little bit of time to get used to it.

  • Pros

  • Great program, easy to understand and very flexible

  • The customer service is amazing and fast. I appreciate their flexibility in working with me and my needs.

  • Cons

  • It has a few sync bugs, but they're always working to fix these.

  • It was somewhat cumbersome to add a new client, yet they have fixed the issue. I would like a more modern monthly newsletter template.

Pricing

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)

N/A

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Product Demo & Screenshots

Product Demo