Reviews written by jeffreym713
13 results - showing 1 - 13
3.0 |
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Extremely Informative, thank you.
Webinars
4.0 |
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Webinars
3.0 |
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4.0 |
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Webinars
5.0 |
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Very good. Involved the listener right from the start with the question.
5.0 |
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It was OK. Fritz has his opinions and read of the data. I can't say I agree with all of it, but he presents it well and has lots of...
Webinars
3.0 |
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3.0 |
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4.0 |
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Webinars
4.0 |
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2.0 |
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CRM Software
jeffreym713
April 26, 2010
Overall rating
3.6
Company
4.0
Software Support
4.0
Investment Tracking
3.0
Insurance Tracking
2.0
Workflow Management
5.0
Productivity
4.0
Client Portal
3.0
Integration
4.0
Security
4.0
Pricing
3.0
Junxure - For workflow management
N/A
Portfolio Management
jeffreym713
February 05, 2010
Overall rating
3.3
Company
4.0
Technology Support
5.0
Reconcilliation
4.0
Financial Institution Interfaces
3.0
Reports
2.0
Fixed Income
2.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
3.0
Security
4.0
Hosting
1.0
Pricing
5.0
Schwab Portfolio Center
As a program, it works.
13 results - showing 1 - 13
