Reviews written by imacfp
7 results - showing 1 - 7
Portfolio Management
imacfp
June 11, 2012
Overall rating
3.0
Company
3.0
Technology Support
3.0
Reconcilliation
3.0
Financial Institution Interfaces
4.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
1.0
Integrations
3.0
Security
4.0
Hosting
3.0
Pricing
3.0
Fair for price.
Interfaces are good, report features are set and you better like them. We had a request for a report that we used frequently with Black Diamond when reviewing with...
Webinars
5.0 |
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Good info, timely as we begin scheduling reviews with CPA's next month.
Financial Planning
imacfp
February 24, 2010
Overall rating
3.5
Company
3.0
Interface
4.0
Integration
4.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
4.0
Asset Allocation
2.0
LTC-College Planning
4.0
Estate Planning
4.0
Efficient if used daily
Cumbersome system with a steep learning curve.
Webinars
5.0 |
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CRM Software
imacfp
January 11, 2010
Overall rating
3.6
Company
4.0
Software Support
4.0
Investment Tracking
2.0
Insurance Tracking
3.0
Workflow Management
5.0
Productivity
5.0
Client Portal
2.0
Integration
3.0
Security
3.0
Pricing
5.0
Priceless in our office
The SQL version is even better, less maintenance, also crystal reporting is now available for all users. This is not an investment tracking software of any sort. This...
4.0 |
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Webinars
4.0 |
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Good information. Condense and do more frequently.
7 results - showing 1 - 7
