Reviews written by wendyn941
3 results - showing 1 - 3
Portfolio Management
wendyn941
February 21, 2010
Overall rating
3.1
Company
3.0
Technology Support
3.0
Reconcilliation
3.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
4.0
Trading
3.0
Integrations
3.0
Security
3.0
Hosting
2.0
Pricing
2.0
Advent Axys review
I find it cumbersome
Financial Planning
wendyn941
January 07, 2010
Overall rating
3.9
Company
5.0
Interface
5.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
3.0
It works for me and is very well received by clients
I like it.
CRM Software
wendyn941
November 21, 2009
Overall rating
2.8
Company
4.0
Software Support
4.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
2.0
Productivity
4.0
Client Portal
1.0
Integration
4.0
Security
3.0
Pricing
4.0
... a power user's perspective
... we crashed our B/D server during our first attempt at conversion to an in-house server-based CRM (also Microsoft)that would integrate with client records. Second attempt to convert was successful,...
3 results - showing 1 - 3
