Reviews written by brandonr214

3 results - showing 1 - 3  
 
 
IAS - PM
Portfolio Management
brandonr214brandonr214   April 04, 2011
Overall rating 
 
 
3.0
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

not great...not recommended

not happy with this fp program. definetly not a top 5 provider

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Morningstar Office
Portfolio Management
brandonr214brandonr214   February 02, 2011
Overall rating 
 
 
4.0
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
4.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
4.0

reat resource

A must have!!

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ACT
CRM Software
brandonr214brandonr214   October 18, 2010
Overall rating 
 
 
2.8
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
2.0
Productivity  
 
 
2.0
Client Portal  
 
 
2.0
Integration  
 
 
1.0
Security  
 
 
3.0
Pricing 
 
 
5.0

ACT - Old Version - not good

NA

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3 results - showing 1 - 3