Reviews written by kimw704
6 results - showing 1 - 6
Webinars
5.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
Very helpful for a very difficult topic.
3.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
More specific actionable items for advisors, less overview, particularly first half of the call.
Portfolio Management
kimw704
November 02, 2009
Overall rating
3.8
Company
5.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
2.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
4.0
Integrations
4.0
Security
4.0
Hosting
4.0
Pricing
4.0
Good software but needs updated version
See above.
Account Aggregation
kimw704
November 02, 2009
Overall rating
3.5
Breadth Of Data Aggregated
5.0
Advisor Dashboard
3.0
Client Dashboard
3.0
Overall Data Quality
4.0
Investment Data Quality
4.0
Bank Account And Other Asset Data Quality
4.0
Insurance Policy Data Quality
3.0
Credit Card Data Quality
3.0
Other Liabilities Data Quality
3.0
Portfolio Accounting Integration
3.0
Financial Planning Integration
3.0
CRM Integration
3.0
Data Scrubbing
4.0
Security
5.0
Training
3.0
Support
4.0
Pricing
3.0
This has been a significant resource to our firm.
Things we don't use or N/A are rated 3 stars.
CRM Software
kimw704
November 01, 2009
Overall rating
3.8
Company
4.0
Software Support
3.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
5.0
Productivity
5.0
Client Portal
3.0
Integration
4.0
Security
4.0
Pricing
4.0
Junxure has significantly improved our organization
A lot of the tracking features and the client portal that we were required to rate, I have not had experience using.
Webinars
4.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
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6 results - showing 1 - 6
