Reviews written by chriss678

7 results - showing 1 - 7  
 
 
chriss678chriss678   September 08, 2011
(Updated: September 08, 2011)
Rating 
 
 
5.0

-

chriss678chriss678   June 16, 2010
(Updated: June 16, 2010)
Rating 
 
 
4.0

Basic info. Would like to hear ideas on what apps to mash up and make it work.

chriss678chriss678   April 08, 2010
(Updated: April 08, 2010)
Rating 
 
 
4.0

-

Portfolio Management
chriss678chriss678   March 30, 2010
Overall rating 
 
 
4.0
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
3.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
4.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
4.0

Good overall product!

None.

ACT
CRM Software
chriss678chriss678   March 30, 2010
Overall rating 
 
 
2.4
Company  
 
 
3.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
2.0
Security  
 
 
2.0
Pricing 
 
 
4.0

A good program to manage the basics of a client relationship.

None

chriss678chriss678   December 30, 1969
(Updated: December 30, 1969)
Rating 
 
 
5.0

Informative

7 results - showing 1 - 7