Reviews written by bobr561
5 results - showing 1 - 5
5.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
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Portfolio Management
bobr561
January 23, 2011
Overall rating
3.8
Company
3.0
Technology Support
4.0
Reconcilliation
3.0
Financial Institution Interfaces
3.0
Reports
5.0
Fixed Income
4.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
4.0
Security
5.0
Hosting
5.0
Pricing
4.0
We only use the program for reporting. And for that purpose it works great.
Overall, The price is right, convenient to use, easy to train people to use
4.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
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Financial Planning
bobr561
March 23, 2010
Overall rating
3.7
Company
3.0
Interface
4.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
5.0
Estate Planning
2.0
Interacts well with web site and Albridge up loads well into it.
I like the way the Albridge and Redtail imports into the program
CRM Software
bobr561
December 09, 2009
Overall rating
3.8
Company
3.0
Software Support
4.0
Investment Tracking
5.0
Insurance Tracking
1.0
Workflow Management
3.0
Productivity
4.0
Client Portal
4.0
Integration
5.0
Security
4.0
Pricing
5.0
Good software. Slow updating. Needs more life insurance support
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5 results - showing 1 - 5
