Reviews written by ACAPAM

3 results - showing 1 - 3  
 
 
PortfolioCenter
Portfolio Management
ACAPAMACAPAM   August 05, 2010
Overall rating 
 
 
3.7
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
3.0

Good, but not web based.

No further comments.

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MoneyGuidePro
Financial Planning
ACAPAMACAPAM   July 24, 2010
Overall rating 
 
 
2.9
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
1.0
LTC-College Planning 
 
 
2.0
Estate Planning 
 
 
2.0

I like MGP because it works on a Mac

Good value for the money.

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Redtail CRM
CRM Software
ACAPAMACAPAM   July 21, 2010
Overall rating 
 
 
3.6
Company  
 
 
4.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
4.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Very easy to use

I wish Redtail worked seamlessly on a Mac.

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3 results - showing 1 - 3