Reviews written by adg180
4.0 |
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Webinars
4.0 |
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2.0 |
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CRM Software
adg180
August 19, 2010
Overall rating
2.4
Company
3.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
2.0
Workflow Management
3.0
Productivity
2.0
Client Portal
1.0
Integration
2.0
Security
3.0
Pricing
5.0
Surprisingly capable despite inefficient user-interface
Redtail can be frustrating to interface with but at its core it works. By far the most cost competitive CRM offering and they seem committed to improving the interface....
Portfolio Management
adg180
February 23, 2010
Overall rating
4.3
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
3.0
Tax Lot Accounting
4.0
Trading
3.0
Integrations
4.0
Security
4.0
Hosting
5.0
Pricing
4.0
Best In Class
If Orion was in my hometown, they would be invited to our company Christmas party. How many vendors can you say that about?
3.0 |
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Analytics
adg180
February 08, 2010
Overall rating
2.1
Download Services
5.0
Reconciliation
5.0
Custodial Interfaces
1.0
Pricing Services
1.0
Reports
4.0
Bonds
1.0
Tax Lot Accounting
1.0
Trading
1.0
Integration
1.0
Security
1.0
Hosting
1.0
Training/Support
4.0
Pricing
1.0
Great for Building DFA Portfolios
The 2.0 release of the Returns Program brought it into the big leagues of analytical investment software.
3.0 |
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