Reviews written by CompassAMG

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Portfolio Management
 

Allbridge Evaluation

0 of 0 people found the following review helpful
Better programs available
Overall rating: 
 
3.2
Company:
 
3.0
Technology Support:
 
3.0
Reconcilliation:
 
4.0
Financial Institution Interfaces:
 
4.0
Reports:
 
4.0
Fixed Income:
 
3.0
Tax Lot Accounting:
 
3.0
Trading:
 
3.0
Integrations:
 
4.0
Security:
 
3.0
Hosting:
 
2.0
Pricing:
 
2.0
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CompassAMG Reviewed by CompassAMG
August 31, 2010

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CRM Software
 

Microsoft Outlook Review

0 of 0 people found the following review helpful
Inexpensive and works well for a smaller practice but can soon be outgrown.
Overall rating: 
 
3.0
Company :
 
5.0
Software Support :
 
4.0
Investment Tracking :
 
1.0
Insurance Tracking :
 
1.0
Workflow Management :
 
2.0
Productivity :
 
4.0
Client Portal :
 
1.0
Integration :
 
3.0
Security :
 
5.0
Pricing:
 
4.0
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CompassAMG Reviewed by CompassAMG
August 31, 2010

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2 results - showing 1 - 2
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