Reviews written by mn301
5 results - showing 1 - 5
Webinars
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Portfolio Management
mn301
November 16, 2009
Overall rating
3.0
Company
3.0
Technology Support
3.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
2.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
2.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
3.0
It's an decent but not great product
It's easy to use once you get used to it and difficult to make the decision to switch to another system because the transition effort would be too much to...
CRM Software
mn301
November 16, 2009
Overall rating
1.8
Company
3.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
2.0
Productivity
2.0
Client Portal
1.0
Integration
1.0
Security
1.0
Pricing
4.0
It's basic functionality at a low cost
I get what I pay for - nothing fancy. It's difficult to synchronize pst files which is a big disadvantage.
Webinars
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Very informative
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
I found it very helpful, particularly the insight that clients are driven to make referrals to help their friends/family rather than further their advisor's business. I will use that...
5 results - showing 1 - 5
