Reviews written by cfponabike

5 results - showing 1 - 5  
 
 
cfponabikecfponabike   January 13, 2011
(Updated: January 13, 2011)
Rating 
 
 
4.0

Alicia's content was an A+. the Audio quality was a C.

Portfolio Management
cfponabikecfponabike   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
cfponabikecfponabike   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...

cfponabikecfponabike   October 15, 2009
(Updated: October 15, 2009)
Rating 
 
 
4.0

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cfponabikecfponabike   April 16, 2009
(Updated: April 16, 2009)
Rating 
 
 
4.0

Give us a pdf file with step by step instuctions

5 results - showing 1 - 5