Reviews written by Yasharel

11 results - showing 1 - 11  
 
 
YasharelYasharel   August 10, 2015
(Updated: August 10, 2015)
Rating 
 
5.0
Financial Advisor Webinar Series
YasharelYasharel   January 15, 2015
(Updated: January 15, 2015)
Rating 
 
5.0
Financial Advisor Webinar Series
YasharelYasharel   January 15, 2015
(Updated: January 15, 2015)
Rating 
 
5.0
YasharelYasharel   April 09, 2012
(Updated: April 09, 2012)
Rating 
 
5.0

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Portfolio Management
YasharelYasharel   September 01, 2011
Overall rating 
 
2.6
Company 
 
4.0
Technology Support 
 
3.0
Reconcilliation 
 
3.0
Financial Institution Interfaces 
 
4.0
Reports 
 
2.0
Fixed Income 
 
1.0
Tax Lot Accounting 
 
2.0
Trading 
 
1.0
Integrations 
 
2.0
Security 
 
4.0
Hosting 
 
2.0
Pricing 
 
3.0

There are problems with performance reports on accounts with large holdings.

There are problems with performance reports on accounts with large holdings. The program times-out!

Financial Advisor Webinar Series
YasharelYasharel   August 08, 2011
(Updated: August 08, 2011)
Rating 
 
4.0

Great

Financial Advisor Webinar Series
YasharelYasharel   July 11, 2011
(Updated: July 11, 2011)
Rating 
 
4.0

-

Financial Advisor Webinar Series
YasharelYasharel   April 14, 2011
(Updated: April 14, 2011)
Rating 
 
4.0

-

CRM Software
YasharelYasharel   April 02, 2010
Overall rating 
 
3.5
Company  
 
3.0
Software Support  
 
5.0
Investment Tracking  
 
2.0
Insurance Tracking  
 
2.0
Workflow Management  
 
4.0
Productivity  
 
4.0
Client Portal  
 
3.0
Integration  
 
4.0
Security  
 
4.0
Pricing 
 
4.0

The Best CRM

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Financial Advisor Webinar Series
YasharelYasharel   March 18, 2010
(Updated: March 18, 2010)
Rating 
 
5.0

The Audio was not very cleasr.

YasharelYasharel   July 16, 2009
(Updated: July 16, 2009)
Rating 
 
5.0

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11 results - showing 1 - 11