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Adobe Acrobat for Financial Advisor Use.
January 12, 2024

Adobe Acrobat for Financial Advisor Use.

Dom Pullano | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Adobe Acrobat

I use this to retrieve and save documents across all platforms. I can open and save Adobe files on my Samsung phone, Windows software, and tablet operating system.
  • Edit files that I can then resend to other users.
  • Provide a clean report that is printable and or readable.
  • These files can be configured with Adobe Acrobat if it is word, excel, Jif. etc.
  • Drop downs can be better organized for those most used.
  • Functionality would be better served if a drop-down was added for signature, saved inserts, sender pic, etc.
  • I would like to see better integration with docu-sign attachments.
  • Compatibility is important to my team when sharing files.
  • The need to edit and update in a printable, saved format.
  • The software does a good job adding features and providing useful updates.
  • Cloud Solutions
  • Integration with Other Systems
Integration with other systems is very important since I am often times using various devices and operating systems. This allows me to share needed docs with my team while traveling.
  • Increased activity because of reduced down time in file sharing.
  • I have little concern with deadlines because I can upload a document to the cloud and edit and update it.
  • Errors can be reviewed and corrected reducing time and improving our efficiencies.
Security has been a concern, but not in a burdensome way. We all focus on security, especially in financial services. Adobe has built-in features and updates that address daily security concerns.
Nitro did not always provide updates in a timely manner. I also had issues with it being available on multiple platforms.

Do you think Adobe Acrobat delivers good value for the price?

Yes

Are you happy with Adobe Acrobat's feature set?

Yes

Did Adobe Acrobat live up to sales and marketing promises?

Yes

Did implementation of Adobe Acrobat go as expected?

Yes

Would you buy Adobe Acrobat again?

Yes

Microsoft Office 2016 (discontinued), Artisan Infrastructure, eMoney Advisor
It is very well suited for on-the-go importing and sending of documents through your related platforms. I am always able to open and edit through my team and own devices.