Reviews written by jamesj916
5 results - showing 1 - 5
5.0 |
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Portfolio Management
jamesj916
January 03, 2011
Overall rating
3.6
Company
4.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
2.0
Integrations
3.0
Security
3.0
Hosting
4.0
Pricing
5.0
Principia Cams
Been using since DOS days. Works fine, have never had a competitor come up with compelling reasons to change.
5.0 |
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CRM Software
jamesj916
June 30, 2010
Overall rating
4.0
Company
5.0
Software Support
4.0
Investment Tracking
3.0
Insurance Tracking
4.0
Workflow Management
5.0
Productivity
5.0
Client Portal
3.0
Integration
4.0
Security
3.0
Pricing
4.0
This program to be key to delivering constant qualty service.
If you don't want to take the time to learn it and automate your processes, don't waste your money. This is awesome but you have to take the...
5.0 |
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| Poor | Average | Excellent |
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5 results - showing 1 - 5
