Reviews written by jasonl770

3 results - showing 1 - 3  
 
 
PortfolioCenter
Portfolio Management
jasonl770jasonl770   January 13, 2015
Overall rating 
 
 
3.1
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 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

PC

none

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Oil, Gold, And Portfolio Design
Webinars
jasonl770jasonl770   May 19, 2011
(Updated: May 19, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Not one of the better ones. Interesting historical information but unclear regarding actual implementation and application to building well-diversified portfolios.

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Salesforce.com
CRM Software
jasonl770jasonl770   June 24, 2010
Overall rating 
 
 
2.6
Company  
 
 
5.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
1.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
2.0
Security  
 
 
5.0
Pricing 
 
 
3.0

OK

ok

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3 results - showing 1 - 3