Reviews written by tkmceo51

1 results - showing 1 - 1  
 
 
AssetBook
Portfolio Management
tkmceo51tkmceo51   June 01, 2010
Overall rating 
 
 
4.8
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
5.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
3.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
5.0

Product and staff that understands the independent RIA needs!

I have invested some of my clients assets in AssetBook and know that Rob Major and his staff will provide a handsome return for them since I know and trust...

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