Reviews written by cfponabike
5 results - showing 1 - 5
4.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
Alicia's content was an A+. the Audio quality was a C.
Portfolio Management
cfponabike
November 06, 2009
Overall rating
1.6
Company
1.0
Technology Support
1.0
Reconcilliation
3.0
Financial Institution Interfaces
2.0
Reports
1.0
Fixed Income
3.0
Tax Lot Accounting
1.0
Trading
1.0
Integrations
1.0
Security
3.0
Hosting
1.0
Pricing
1.0
Terrible. Use only of you don't care about asset class charts being correct.
Perfect tool for reports that are less than accurate. If that's what you like, use Albridge.
CRM Software
cfponabike
November 06, 2009
Overall rating
4.1
Company
5.0
Software Support
5.0
Investment Tracking
4.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
5.0
Client Portal
2.0
Integration
3.0
Security
5.0
Pricing
5.0
Nearly perfect solution that offers great value and support.
I like Redtail In the past I have used Junxure-i (for 4 years) and Act (for 5 years before that). Web based is perfect for my...
Webinars
4.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
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Webinars
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Give us a pdf file with step by step instuctions
5 results - showing 1 - 5
