User-friendly & Excellent customer service
Great tool for reporting, easy to use, nice presentation, the Spotlight team is very responsive & helpful in case you need extra support!
Spotlight is great. The management reporting aid it provides is so valuable as an advisor and triggers many important discussions around business performance that may not otherwise be considered. Easy to use, able to be tailored and super responsive support team when needed too.
Helps customers see their business clearly
I have tried various visualisation tools and dashboards and Spotlight is the easiest to use without having to engage integrators. It turns financial reports in to visualisations that save advisors time spotting trends and helps the customer understand their business. Best of all is there customer success team. They are the most proactive of any company I have dealt with constantly providing relevant ideas
GI EOP Hong
Easy to use and useful
Easy to pick up how to use it
Good Soft, Great support
Easy to learn and use, very good support team. I like that the soft alow us to consolidate reports for 2 divisions and also do separate reporting.
Great for saving time and presentation is awesome
We have 2 separate entities and I love the fact that at a push of a button I can consolidate the reporting. I can then easily email to my board - and we have tailored the reports exactly how we want - Easy to read - with everything we all need to know!!!!!