Reviews written by jsampers

3 results - showing 1 - 3  
 
 
Portfolio Management
jsampersjsampers   November 06, 2012
Overall rating 
 
3.7
Company 
 
4.0
Technology Support 
 
4.0
Reconcilliation 
 
4.0
Financial Institution Interfaces 
 
4.0
Reports 
 
4.0
Fixed Income 
 
3.0
Tax Lot Accounting 
 
3.0
Trading 
 
3.0
Integrations 
 
4.0
Security 
 
4.0
Hosting 
 
4.0
Pricing 
 
3.0

Solid consolidated performance reporting

Addresses a market need in the BD space.

jsampersjsampers   October 05, 2011
Overall rating 
 
4.5
Company  
 
4.0
Software Support  
 
5.0
Investment Tracking  
 
4.0
Insurance Tracking  
 
5.0
Workflow Management  
 
4.0
Productivity  
 
5.0
Client Portal  
 
4.0
Integration  
 
5.0
Security  
 
5.0
Pricing 
 
4.0

The solution for multi-discipline firms delivering client centered, integrated financial services

Integrations are key to simplifying our business and we view SmartOffice as a establish, long term leader within the financial services space.

Financial Planning
jsampersjsampers   October 03, 2011
Overall rating 
 
3.7
Company 
 
4.0
Interface 
 
4.0
Integration 
 
4.0
Pricing 
 
3.0
Monte Carlo Simulation 
 
4.0
Taxes 
 
3.0
Asset Allocation 
 
3.0
LTC-College Planning 
 
4.0
Estate Planning 
 
4.0

Solid client-centered, user friendly web based solution.

The underlying model is a game changer with financial services industry.

3 results - showing 1 - 3