Reviews written by christinem316

3 results - showing 1 - 3  
 
 
Portfolio Management
christinem316christinem316   November 18, 2011
Overall rating 
 
 
4.3
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
4.0
Integrations 
 
 
5.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
4.0

Best available.

Has some new reporting features that I still need to find time to learn and then see how they might integrate into client service.

CRM Software
christinem316christinem316   November 09, 2009
Overall rating 
 
 
3.5
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
4.0
Productivity  
 
 
3.0
Client Portal  
 
 
3.0
Integration  
 
 
3.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Junxure's Training Equals Employee Buy In

We've used Junxure a little over a year now. Operations staff uses it the most indepth but we're finally bringing everyone else around.

christinem316christinem316   November 05, 2009
(Updated: November 05, 2009)
5.0
Average Attendee Rating
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3 results - showing 1 - 3