Reviews written by JeffA4A
Portfolio Management
JeffA4A
February 05, 2010
Overall rating
4.0
Company
4.0
Technology Support
3.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
3.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
4.0
Security
4.0
Hosting
4.0
Pricing
3.0
Much better than Investigo. Great automated reporting makes my life easier.
Worth it.
Webinars
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
CRM Software
JeffA4A
January 29, 2010
Overall rating
3.9
Company
5.0
Software Support
5.0
Investment Tracking
3.0
Insurance Tracking
1.0
Workflow Management
4.0
Productivity
5.0
Client Portal
1.0
Integration
5.0
Security
5.0
Pricing
5.0
Well worth it. Very useful and well integrated with other online apps.
I like Redtail a lot. Not looking elsewhere.
Webinars
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Webinars
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
3.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Webinars
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
3.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
