Reviews written by mollyk937

2 results - showing 1 - 2  
 
 
Morningstar Office
Portfolio Management
mollyk937mollyk937   November 09, 2011
Overall rating 
 
 
3.3
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
2.0

Great research

Lots of manual manipulation

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Microsoft Outlook
CRM Software
mollyk937mollyk937   May 11, 2010
Overall rating 
 
 
1.2
Company  
 
 
2.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
1.0
Productivity  
 
 
1.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
1.0
Pricing 
 
 
1.0

Good for email, calendars and storing client contact information

Good for email, calendars and storing client contact information - Not a CRM system

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2 results - showing 1 - 2