Reviews written by Patricia
Portfolio Management
Patricia
April 16, 2010
Overall rating
3.8
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
3.0
Integrations
3.0
Security
4.0
Hosting
4.0
Pricing
4.0
It works for me just fine.
I am looking forward to the improved reports.
Financial Planning
Patricia
March 25, 2010
Overall rating
3.1
Company
3.0
Interface
2.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
4.0
Asset Allocation
2.0
LTC-College Planning
4.0
Estate Planning
4.0
Seems to have a split personality
I'll be interested to see what happens in the future; I understand that the Online version is going to combine the Standard and Extended into one package, so that you...
CRM Software
Patricia
March 23, 2010
Overall rating
3.5
Company
5.0
Software Support
5.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
3.0
Productivity
4.0
Client Portal
2.0
Integration
2.0
Security
4.0
Pricing
4.0
I'm very satisfied with this product.
Looking forward to how this will work in "the cloud"
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This was great, what I needed to hear! Not the same old stuff, fresh and well thought out.
4.0 |
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Webinars
5.0 |
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4.0 |
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Webinars
5.0 |
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5.0 |
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