Reviews written by AnthonyF

2 results - showing 1 - 2  
 
 
PortfolioCenter
Portfolio Management
AnthonyFAnthonyF   January 17, 2011
Overall rating 
 
 
3.6
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

portfolio center 5

overall quite happy with portfolio center 5. client presentations make it much more user/client friendly.

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Microsoft Outlook
CRM Software
AnthonyFAnthonyF   November 11, 2010
Overall rating 
 
 
2.6
Company  
 
 
3.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
2.0
Productivity  
 
 
2.0
Client Portal  
 
 
1.0
Integration  
 
 
2.0
Security  
 
 
4.0
Pricing 
 
 
4.0

outlook as crm

it's good at contact info and exporting to constant contact

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2 results - showing 1 - 2