Reviews written by wshine

7 results - showing 1 - 7  
 
 
wshinewshine   April 15, 2010
(Updated: April 15, 2010)
Rating 
 
 
4.0

-

Portfolio Management
wshinewshine   February 19, 2010
Overall rating 
 
 
5.0
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
5.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
5.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
5.0

Review

Good product

wshinewshine   February 18, 2010
(Updated: February 18, 2010)
Rating 
 
 
4.0

-

Financial Planning
wshinewshine   February 05, 2010
Overall rating 
 
 
4.0
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

NaviPlan Extended

GOod

CRM Software
wshinewshine   February 05, 2010
Overall rating 
 
 
4.0
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
4.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
4.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Junxure is Good

I like it

wshinewshine   October 22, 2009
(Updated: October 22, 2009)
Rating 
 
 
4.0

-

wshinewshine   May 21, 2009
(Updated: May 21, 2009)
Rating 
 
 
4.0

-

7 results - showing 1 - 7