Nitrogen Growth Platform vs. Orion Practice Management System

From experience, be very careful of the sales department attempting to sell you autopilot or additional licenses that they will tell you, you dont have to pay for because your assets with one of their fund partners qualifes you for free licenses. In my opinion, I woudn't say we were scammed but were sold on this fact, and they over subscribed us licenses includding one Autopilot licensed which we didn't need. Now, that the fund drop out of the NTF program they are full boating us the $1300 per month for licenses. Their remedy was for us to sign a new 12 month agreement, and they dropped the Autopilot license. Since the CEO has left this year, the name and sadly the company has changed.

Entering billing time is a breeze. It is also easy to keep up with all billing through the Time Manager screen in conjunction with Fee Entry. It works great as a calendar, with the ability to designate entries as tasks, events and other topics. The calendar program synchs with Outlook, no need to enter deadlines in two separate programs. It is a breeze to run conflict checks and the Smart Timers Management option is very user friendly.

Incentivized

• Billing
• Synchs well with other programs
• Contains massive contact list
• Keeps up with client payments by user

Incentivized

• More ethical sales team
• Autopilot trading license is way overpriced
• trading software slow upload times

• When multiple users utilize the program, it can sometimes slow down
• Doesn't always synch with other programs
• Occasionally a little bit difficult to perform a search

Incentivized

Trading software called Irebal which was part of TD and is now available for free at Schwab is a much superior trading platform than their autopilot which costs $500+ plus per month. Risk questionnaire is moderately priced but is of good value for a practice looking for efficient way of ascertaining clients risk tolerance

• Has greatly assisted in the risk questionnaire area

• Provides accurate billing information for submission to clients for payments
• Ability to run financial reports
• Contact database is ongoing with new entries and updated information

Incentivized