“The system is easy to use, but extremely comprehensive. We were up and running within two days, including training. The Dataforma team has helped us see how what existing processes work best for our business, and has helped us customize as it makes sense. The regular webinars allow us to stay up to date with all the new developments. They have been on hand to train our new personnel. My customers use the Client portal to access their portfolio information, and I am able to keep proposed work in front of my staff and clients for consideration at all times. Dataforma is constantly upgrading the system, and I am looking forward to the addition of the financial package. I plan to take full advantage of it.”