Reviews written by Kathie
3 results - showing 1 - 3
Portfolio Management
Kathie
May 10, 2010
Overall rating
4.4
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
5.0
Tax Lot Accounting
5.0
Trading
1.0
Integrations
4.0
Security
5.0
Hosting
5.0
Pricing
5.0
A versatile, easy to use, comprehensive portfolio accounting system
This was my first portfolio accounting system. Left for a time to use IFS, then DBCams. We were very happy to be back to PC.
Financial Planning
Kathie
February 25, 2010
Overall rating
3.3
Company
5.0
Interface
4.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
2.0
LTC-College Planning
3.0
Estate Planning
2.0
Good program
We'll be using this program for a long time, I think. Tech support is great, the planning is good, presentation is very nice.
CRM Software
Kathie
February 25, 2010
Overall rating
2.3
Company
2.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
2.0
Workflow Management
4.0
Productivity
4.0
Client Portal
1.0
Integration
1.0
Security
3.0
Pricing
3.0
Used to be good for us, looking to change
I really liked this system when I set it up. We've completely customized, but we haven't kept up with upgrades, so we now have an obsolete, unsupported system that...
3 results - showing 1 - 3
