Reviews written by CNelson

2 results - showing 1 - 2  
 
 
PortfolioCenter
Portfolio Management
CNelsonCNelson   December 28, 2009
Overall rating 
 
 
3.2
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
2.0
Integrations 
 
 
2.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Solid data program but limited reporting options and graphics. No daily TWR.

Solid data management but reports are limited and too many clicks to get desired settings. Need to move away from interval performance and get to daily TWR to be...

Read Review Comments (0)
Redtail CRM
CRM Software
CNelsonCNelson   December 28, 2009
Overall rating 
 
 
3.3
Company  
 
 
4.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
2.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Best web based CRM we found.

Redtail centralizes client information well. Calendar is fairly good. Tasks are hard to route and reminders are cumbersome. Imaging is not ideal.

Read Review Comments (0)
2 results - showing 1 - 2