Reviews written by jakridge

20 results - showing 1 - 20  
 
 
jakridgejakridge   July 11, 2011
(Updated: July 11, 2011)
Rating 
 
 
5.0

Great

jakridgejakridge   May 09, 2011
(Updated: May 09, 2011)
Rating 
 
 
4.0

-

jakridgejakridge   February 17, 2011
(Updated: February 17, 2011)
Rating 
 
 
5.0

Great webinar. Can't buy into his love for annuities, but otherwise it was engaging and informative.

jakridgejakridge   November 11, 2010
(Updated: November 11, 2010)
Rating 
 
 
5.0

Great webinar. Important topic.

jakridgejakridge   September 23, 2010
(Updated: September 23, 2010)
Rating 
 
 
4.0

I use the email module in Goldmine which provides good automated organizational procedures, and incorporates some of the functionality Mr. Gibson discussed. I appreciated what he had to say....

jakridgejakridge   July 14, 2010
(Updated: July 14, 2010)
Rating 
 
 
5.0

Great. Very excited about the product.

jakridgejakridge   June 17, 2010
(Updated: June 17, 2010)
Rating 
 
 
5.0

Great data. I'm already researching a few products that were listed. Thanks.

Portfolio Management
jakridgejakridge   June 07, 2010
Overall rating 
 
 
3.3
Company 
 
 
3.0
Technology Support 
 
 
2.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
2.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
4.0
Pricing 
 
 
4.0

Parts of the product are great, but there are data integrity challenges.

I would suggest talking to someone that is already using the product before moving ahead with the purchase.

jakridgejakridge   June 03, 2010
(Updated: June 03, 2010)
Rating 
 
 
4.0

-

jakridgejakridge   April 29, 2010
(Updated: April 29, 2010)
Rating 
 
 
5.0

Great

jakridgejakridge   March 18, 2010
(Updated: March 18, 2010)
Rating 
 
 
4.0

To be honest, I was in and out of this webinar b/c of some other things going on. I wasn't completely tracking with everything he was trying to communicate....

jakridgejakridge   March 17, 2010
(Updated: March 17, 2010)
Rating 
 
 
5.0

I wish we could have had more time. This one was fantastic.

jakridgejakridge   March 04, 2010
(Updated: March 04, 2010)
Rating 
 
 
4.0

I'm not a believer in tactical allocation, but it was informative and I appreciate it.

jakridgejakridge   February 11, 2010
(Updated: February 11, 2010)
Rating 
 
 
4.0

Good data. Andrew, you do a good job moderating, and probably get a lot of undeserved grief. I appreciate what you do. It did seem like you...

jakridgejakridge   February 04, 2010
(Updated: February 04, 2010)
Rating 
 
 
5.0

Splendid. No suggestions.

jakridgejakridge   January 07, 2010
(Updated: January 07, 2010)
Rating 
 
 
4.0

It was difficult to hear Andrew when he didn't wear the headset.

CRM Software
jakridgejakridge   October 27, 2009
Overall rating 
 
 
3.2
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
5.0
Productivity  
 
 
4.0
Client Portal  
 
 
2.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
5.0

DBase version. Great product for the money. Powerful.

Good tool for the money invested

jakridgejakridge   May 07, 2009
(Updated: May 07, 2009)
Rating 
 
 
5.0

-

jakridgejakridge   April 23, 2009
(Updated: April 23, 2009)
Rating 
 
 
5.0

-

20 results - showing 1 - 20