Reviews written by carolz201

2 results - showing 1 - 2  
 
 
Albridge Solutions
Portfolio Management
carolz201carolz201   November 13, 2009
Overall rating 
 
 
2.8
Company 
 
 
4.0
Technology Support 
 
 
2.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
1.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
2.0
Security 
 
 
4.0
Hosting 
 
 
2.0
Pricing 
 
 
2.0

Albridge

Not sure how they stack up against the competition

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ACT
CRM Software
carolz201carolz201   November 13, 2009
Overall rating 
 
 
1.9
Company  
 
 
2.0
Software Support  
 
 
1.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
2.0
Productivity  
 
 
2.0
Client Portal  
 
 
2.0
Integration  
 
 
1.0
Security  
 
 
3.0
Pricing 
 
 
3.0

Not the best CRM data system to use.

I plan on migrating from Act to either Access or someother CRM program

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2 results - showing 1 - 2