casavi vs. SkySlope

If you don't want to spend months learning clumsy apps that are not user friendly, then get SkySlope

• Broker compliance checklists
• Email to upload documents
• Emailing documents out of system
• eSignature

Incentivized

• Their task manager is not good at all. It is clunky and not very intuitive. In principle, I like the ability to assign tasks to new transactions, but overall this functionality lacks.
• If a file is created, it canNOT be deleted. This is very annoying in the case of accidental file creation; it jumbles the archive. Seems like a very easy thing to implement, but support said there isn't currently a way.
• The quick audit function is great when files are new, but it is not available for completed files to do the final review. Again an easy implement you would think, but not having this makes reviewing files in the final stages very clunky. It takes forever. Support gave me a workaround, so that helps.

Incentivized

I get in, do what I need to do quickly and get out, the reports are helpful for end of year.

They have always been quick to respond to any potential issues I may be having.

Incentivized

SkySlope just has a lot more functionality over this software. All three have a comparable digital signature and templating capabilities. but SkySlope has many additional purposes. I have not found another software like it. Other software I demo-ed was not even close, so SkySlope seems to have the market cornered, but I haven't evaluated again for a couple of years.

Incentivized

• In our experience, we can't use the system at all as it is overcomplicated
• In our experience, our accounts were never setup correctly from day 1
• In my opinion, waste of energy, time, and money.