Reviews written by sherrip402

11 results - showing 1 - 11  
 
 
sherrip402sherrip402   January 12, 2012
(Updated: January 12, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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sherrip402sherrip402   July 28, 2011
(Updated: July 28, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

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sherrip402sherrip402   February 17, 2011
(Updated: February 17, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

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sherrip402sherrip402   January 27, 2011
(Updated: January 27, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

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sherrip402sherrip402   January 06, 2011
(Updated: January 06, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

With all the hub bub about buy and hold being dead, it is nice to know "they" are wrong and I'm still doing the best for my clients.

sherrip402sherrip402   May 13, 2010
(Updated: May 13, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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Portfolio Management
sherrip402sherrip402   April 01, 2010
Overall rating 
 
 
3.7
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
5.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Portfolio Center is a good product.

Portfolio Center is probably one of the best products available. In talking with other advisers this appears to be the consensus.

sherrip402sherrip402   March 25, 2010
(Updated: March 25, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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sherrip402sherrip402   March 18, 2010
(Updated: March 18, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

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CRM Software
sherrip402sherrip402   January 30, 2010
Overall rating 
 
 
4.1
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
5.0
Integration  
 
 
5.0
Security  
 
 
5.0
Pricing 
 
 
3.0

Junxure Review

would like to be able to assign a task to multiple assignees

sherrip402sherrip402   January 28, 2010
(Updated: January 28, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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11 results - showing 1 - 11