Reviews written by bom512

5 results - showing 1 - 5  
 
 
Financial Planning
bom512bom512   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
bom512bom512   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...

bom512bom512   June 02, 2011
(Updated: June 02, 2011)
Rating 
 
 
4.0

-

bom512bom512   July 29, 2010
(Updated: July 29, 2010)
Rating 
 
 
4.0

-

CRM Software
bom512bom512   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