Reviews written by bom512
5 results - showing 1 - 5
Financial Planning
bom512
April 19, 2013
Overall rating
3.2
Company
4.0
Interface
4.0
Integration
4.0
Pricing
1.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
2.0
Estate Planning
4.0
Financial Planning element is hard to figure out.
The Financial Planning part is hard to figure out. Why charge for training after spending so much monthly.
Portfolio Management
bom512
April 19, 2013
Overall rating
2.8
Company
3.0
Technology Support
3.0
Reconcilliation
2.0
Financial Institution Interfaces
3.0
Reports
4.0
Fixed Income
2.0
Tax Lot Accounting
2.0
Trading
2.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
3.0
I like Albridge but is a little difficult to add accounts manually & get them to display accurately
I'm trying to get further training so I can get the reports and results i need. I can't get old accounts that no longer have asses in them to not...
4.0 |
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4.0 |
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CRM Software
bom512
November 02, 2009
Overall rating
3.5
Company
4.0
Software Support
4.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
2.0
Productivity
4.0
Client Portal
2.0
Integration
4.0
Security
4.0
Pricing
5.0
Redtail
I like Redtail for my purposes. It helps me keep track of clients and info on them. The work processes need work. Would like them to be more robust....
5 results - showing 1 - 5
