Reviews written by chrisw615
11 results - showing 1 - 11
5.0 |
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Webinars
4.0 |
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Portfolio Management
chrisw615
May 18, 2012
Overall rating
3.6
Company
4.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
3.0
Security
4.0
Hosting
4.0
Pricing
4.0
Good product but needs ongoing innovation
We use this and are pleased overall. They do a good job keeping this up to date but need some additional features in the future.
5.0 |
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Great content.
3.0 |
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5.0 |
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5.0 |
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4.0 |
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4.0 |
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3.0 |
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CRM Software
chrisw615
February 08, 2010
Overall rating
3.5
Company
4.0
Software Support
4.0
Investment Tracking
2.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
4.0
Client Portal
4.0
Integration
4.0
Security
4.0
Pricing
2.0
Great application for relationship management, paperless document storage, and tickler system.
See other comments.
11 results - showing 1 - 11
