Reviews written by NYC

3 results - showing 1 - 3  
 
 
Advent Axys
Portfolio Management
NYCNYC   April 04, 2011
Overall rating 
 
 
3.6
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 
 
 
5.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
2.0

Happy user

needed to use some third party report writers to get everything where it is today

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MoneyGuidePro
Financial Planning
NYCNYC   July 10, 2010
Overall rating 
 
 
3.2
Company 
 
 
3.0
Interface 
 
 
3.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
2.0

Happy but not overjoyed

MGP is like a lot of software in that as they added functionality, the interface and program has gotten away from them; they need a redesign and refresh

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ProTracker
CRM Software
NYCNYC   March 29, 2010
Overall rating 
 
 
3.2
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
4.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
2.0
Security  
 
 
2.0
Pricing 
 
 
5.0

Protracker meets expectations

We have really embraced work flows and it has created lots of efficiencies in the company

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3 results - showing 1 - 3