Reviews written by lfairfax

2 results - showing 1 - 2  
 
 
PortfolioCenter
Portfolio Management
lfairfaxlfairfax   February 03, 2010
Overall rating 
 
 
3.0
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Portfolio Center is "ok."

Portfolio Center could be a great deal more user friendly.

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ACT
CRM Software
lfairfaxlfairfax   February 03, 2010
Overall rating 
 
 
2.0
Company  
 
 
2.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
2.0
Productivity  
 
 
2.0
Client Portal  
 
 
2.0
Integration  
 
 
2.0
Security  
 
 
2.0
Pricing 
 
 
2.0

We have found Act very difficult and onerous to use.

We have found Act very difficult and onerous to use.

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2 results - showing 1 - 2