Reviews written by rodneyv228

2 results - showing 1 - 2  
 
 
Portfolio Accounting & Performance Reporting Using BOSS—A PortfolioCenter Service Bureau
Webinars
rodneyv228rodneyv228   August 18, 2010
(Updated: August 18, 2010)
4.0
Average Attendee Rating
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Very informative and currently useful.

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Junxure
CRM Software
rodneyv228rodneyv228   January 23, 2010
Overall rating 
 
 
4.0
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
5.0
Productivity  
 
 
4.0
Client Portal  
 
 
4.0
Integration  
 
 
5.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Does very good overall job and has so many features, we haven't figured them all out.

Compared to other software programs I've seen, Junxure is a superior product. Most of my colleagues are using it so we have developed an informal users group.

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2 results - showing 1 - 2