Reviews written by roberts979
4.0 |
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1.0 |
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4.0 |
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Portfolio Management
roberts979
February 10, 2010
Overall rating
3.2
Company
3.0
Technology Support
3.0
Reconcilliation
3.0
Financial Institution Interfaces
4.0
Reports
5.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
2.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
1.0
It has much more than we need but conversion is just too much to handle right now.
When we make time, we will convert because it just costs too much.
Financial Planning
roberts979
February 10, 2010
Overall rating
3.0
Company
3.0
Interface
3.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
2.0
Almost exactly what I need.
very good for how we use projections
CRM Software
roberts979
February 08, 2010
Overall rating
2.0
Company
3.0
Software Support
3.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
1.0
Productivity
3.0
Client Portal
1.0
Integration
1.0
Security
3.0
Pricing
3.0
Very functional for us.
Very functional for us.
Webinars
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Webinars
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3.0 |
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4.0 |
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Webinars
4.0 |
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5.0 |
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5.0 |
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5.0 |
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5.0 |
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4.0 |
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4.0 |
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1.0 |
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