Wise Agent

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Ratings & Reviews

Overall Rating

4.29 / 5 (3,776)

4.43 / 5 (525)

Ease-of-Use

4.0 / 5

4.0 / 5

Value for Money

4.0 / 5

4.5 / 5

Customer Support

4.0 / 5

4.5 / 5

Functionality

4.5 / 5

4.0 / 5

Last Reviewed

July 9, 2020

February 20, 2020

Pros/Cons

  • Pros

  • Love this software. This is another easy to use Microsoft program. Interface is smooth, very user friendly.

  • We use this for our retail side and it does stuff I didn't even know should be done. Great product!!

  • Cons

  • Implementation is difficult and takes time, customisation is easy but requires great level of testing

  • The orientation takes some time to get used to, but otherwise its straightforward. also how the G/L was done wasn't the best

  • 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.

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)

N/A

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots