Allied Financial Software

Allied Financial Software offers consulting, training, software development, web design, and hosting services. The job it does: managing your IT, from help desk to infrastructure, as an outside partner.

Who is it for? Mostly small and mid-sized companies. Related areas on their profile: Consulting, Training and Web Hosting. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

Allied Financial Software is based in Alpharetta, Georgia. More on software4advisors.com.

Before you commit, look at response SLAs, onboarding, and what is billed per hour. Ask for a trial on your own data, not a canned demo.

If you have worked with Allied Financial Software, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.