Reviews written by Nick

3 results - showing 1 - 3  
 
 
PortfolioCenter
Portfolio Management
NickNick   September 29, 2010
Overall rating 
 
 
4.8
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
5.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
5.0

Portfolio Center

Not cheap

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Junxure
CRM Software
NickNick   November 10, 2009
Overall rating 
 
 
3.7
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
4.0
Integration  
 
 
3.0
Security  
 
 
4.0
Pricing 
 
 
3.0

one of the best

.

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2010 Compliance Planning For RIAs
Webinars
NickNick   October 29, 2009
(Updated: October 29, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

Thank you - just keep doing it.

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3 results - showing 1 - 3