Reviews written by lennykink
Portfolio Management
lennykink
September 30, 2010
Overall rating
2.9
Company
3.0
Technology Support
3.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
2.0
Integrations
2.0
Security
3.0
Hosting
1.0
Pricing
1.0
No Change to the Good, the Bad, and the Ugly
Not enough bad to consider switching; not enough good to not seriously consider alternatives when making new commitment.
3.0 |
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Webinars
5.0 |
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Terrific ability to integrate between income and estate tax issues
4.0 |
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Great facts or surveys.
Webinars
5.0 |
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Don't change a thing.
4.0 |
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Great Powerpoint! A few of the questions were a bit too basic. Maybe have some pre-arranged Q & A items to fill the time until outside questions came...
5.0 |
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