Reviews written by russw215

3 results - showing 1 - 3  
 
 
Principia CAMS (formerly dbCams)
Portfolio Management
russw215russw215   February 24, 2011
Overall rating 
 
 
3.0
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
2.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
2.0

data downloads with dst/Pershing requires oversight/review - slows down work process

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Junxure
CRM Software
russw215russw215   August 30, 2010
Overall rating 
 
 
2.5
Company  
 
 
4.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
3.0
Security  
 
 
1.0
Pricing 
 
 
1.0

Good overall functionality, requires well thought out plan

We dont use Junxure to track assets/liabilities/plans; in lieu, we use DbCams, so Junxure is strickly a communication tracking device for our office. We only use the system to...

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Collaborating With Estate Planning Attorneys
Webinars
russw215russw215   August 05, 2010
(Updated: August 05, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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3 results - showing 1 - 3