Agicap vs Nitrogen: Which is a better fit?

Customer support has been fantastic, with any queries being addressed and resolved promptly.

The bad thing for me is that it's quite expensive.

I like the ease of all the information being exactly where it should be, I like the ease of categorising things and for the system to remember.

Our bank connexion sometimes breaks, which is annoying.

Overall it has been seamless and it is now a very important part of my day.

The possibility to undo perhaps a mistake that as been made during a certain action.

I discovered Agicap 1.5 years ago, at a time where following the cash was absolutely key to our business. Agicap has been super helpful with that.

The app is not efficient. There's not the possibility to check all the implemetations and personalizations.

This product helps me set up investments for clients that meet their objectives and investment attitude in an easy to use format. Clients appreciate and understand it quite easily.

My problems is with the predictor contract, You can't get out of it but for thirty days a year. If you miss the thirty day window you are stuck paying another four thousand dollars until next year.

It is VERY helpful on the Compliance side since the number is based on a client approved questionnaire that uploads into our CRM.

The coin toss risk scoring questionnaire is not easy for clients and came up with vastly different risk scores than other risk scoring methods I have used.

Ease of use for the prospect or client. The fact that we can deploy a link out to someone that we are reviewing or onboarding is key.

The rest of the technology and service behind it sucks.

Celina C

Client Service Associate

It's a great tool for presenting clients with a digestible breakdown of their current accounts.

There is very little to criticize about this software and especially as it relates to how we utilize it. Some more integration features with other planning software would be handy I suppose.