Reviews written by mylesc603

8 results - showing 1 - 8  
 
 
mylesc603mylesc603   September 15, 2010
(Updated: September 15, 2010)
Rating 
 
 
4.0

very good description of the product.

mylesc603mylesc603   July 22, 2010
(Updated: July 22, 2010)
Rating 
 
 
5.0

very good discussion of the market for wealth management firms.

CRM Software
mylesc603mylesc603   April 09, 2010
Overall rating 
 
 
4.8
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
4.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
5.0
Integration  
 
 
5.0
Security  
 
 
5.0
Pricing 
 
 
5.0

worthwhile investment; glad i'm using Redtail.

i'm glad i selected Redtail; it's been a worthwhile investment.

mylesc603mylesc603   November 12, 2009
(Updated: November 12, 2009)
Rating 
 
 
4.0

excellent presentation; very timely and useful discussion of how to manage documents professionally. it is most useful for a multi-discipline professional firm, and it's probably more advanced than what...

mylesc603mylesc603   November 05, 2009
(Updated: November 05, 2009)
Rating 
 
 
5.0

very insightful presentation. if the examples were shown (as attempted) it would have been even more clear

Portfolio Management
mylesc603mylesc603   November 02, 2009
Overall rating 
 
 
3.2
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
2.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
3.0

better than the others

i'd jump at a chance to have somehting better, but i'm not aware of anything on the market that's currently better.

mylesc603mylesc603   October 22, 2009
(Updated: October 22, 2009)
Rating 
 
 
4.0

very good; what i like about the webinars you offer is the actionable ideas presented; in this webinar, the idea that we should focus on telling our clients...

mylesc603mylesc603   October 15, 2009
(Updated: October 15, 2009)
Rating 
 
 
4.0

don't know; I missed the first part, but thought the remainder was helpful ... particularly doing a few things which you are able to control rather than outlining many tasks...

8 results - showing 1 - 8