Reviews written by janen770
8 results - showing 1 - 8
Webinars
4.0 |
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very helpful information
4.0 |
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Portfolio Management
janen770
March 26, 2012
Overall rating
2.2
Company
2.0
Technology Support
2.0
Reconcilliation
2.0
Financial Institution Interfaces
4.0
Reports
3.0
Fixed Income
2.0
Tax Lot Accounting
1.0
Trading
2.0
Integrations
1.0
Security
3.0
Hosting
3.0
Pricing
1.0
Fair to Poor
Go elsewhere for performance reporting
4.0 |
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4.0 |
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4.0 |
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very good
5.0 |
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Great material very comprehensive -almost too much information.
CRM Software
janen770
February 08, 2010
Overall rating
2.5
Company
3.0
Software Support
3.0
Investment Tracking
1.0
Insurance Tracking
2.0
Workflow Management
4.0
Productivity
4.0
Client Portal
1.0
Integration
4.0
Security
2.0
Pricing
1.0
Too Basic, Difficult to Customize and Use, Good Intergration with Swiftpage and LaserApp
Starting over, I would go with an online CRM application.
8 results - showing 1 - 8
