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What I love is this is built for purpose and easily customisable to your needs. As well as this [SENSITIVE CONTENT] went out of his way to give me feedback on my pitch and deck and this was amazing.
I ONLY missed a away to download the monthly invoices, or an automatic generation of the monthly invoices.
I am an organized person myself and I like finding software that helps me to organize more effectively than I could do with generalized tools like MS Office or Google Documents.
Lots of manual intervention and maintenance required. Lots of drag and drop and typing.
I like all the resources included in the subscription and having a single go-to place for managing our financing. The team and the community are also awesome.
There should almost be a warning when you start using the CRM that you need to learn more before trying to contact people.
As a Foundersuite customer, I feel like I'm getting the services of a great advisor on top of the software itself.
I stopped using it awhile ago after we raised our funding so it's tough to remember specifics. I don't remember anything specific really standing out to me as major issues.
Human Interest has been a wonderful solution for our team to have full control over their 401k contributions in a simple, intuitive, fool-proof platform.
No worries they say, just re-submit with the field filled out correctly. I re-submitted and still never heard anything after a couple weeks, so checked in again.
Integrates seamlessly with HR platform (Rippling)- Easy to adjust your asset allocation, contributions percentage, and even to classify contributions as Roth and/or Traditional.
After closing our company 401k account after the company was sold the staff have all had terrible experiences trying to migrate their funds to other accounts.
Human interest is pretty simple to use as an individual user. It offers simple options that aim to make it easy to save towards retirement.
They asked me to fill out a form, I heard nothing for 3 weeks so I checked in and apparently I had filled out one field incorrectly and the form was rejected. No notification or anything.
Good integration with Rippling. Their wet it and forget it investment strategy is fine and works for many.
As the company owner, 8 months later I still cannot get my funds from them. They refuse to wire funds to a new provider and their goal is to have you move funds to their alternative company.
Foundersuite
Human Interest
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Human Interest
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