Reviews written by bd919

5 results - showing 1 - 5  
 
 
Portfolio Management
bd919bd919   July 18, 2014
Overall rating 
 
 
2.8
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
2.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
1.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
2.0

You Can Do Better Eleswhere

Look at the alternatives for a better portfolio accounting and reporting system. Orion and AssetBook specifically.

bd919bd919   April 14, 2010
(Updated: April 14, 2010)
Rating 
 
 
5.0

Excellent but it would be nice to have a clickable link for the slides

Portfolio Management
bd919bd919   March 13, 2010
Overall rating 
 
 
3.4
Company 
 
 
4.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
1.0
Integrations 
 
 
4.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
4.0

Thanks goodness for Mstar; support remains strong, reports are getting better.

We're hopeful.

CRM Software
bd919bd919   November 21, 2009
Overall rating 
 
 
4.2
Company  
 
 
4.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
4.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
3.0
Integration  
 
 
4.0
Security  
 
 
5.0
Pricing 
 
 
3.0

A less capable system would no doubt be easier to learn. But I'll take capability over ease.

None

Financial Planning
bd919bd919   October 31, 2009
Overall rating 
 
 
4.2
Company 
 
 
5.0
Interface 
 
 
3.0
Integration 
 
 
4.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Voluminous training resources; Responsive tech support

See above

5 results - showing 1 - 5