Reviews written by DannyL512

2 results - showing 1 - 2  
 
 
Albridge Solutions
Portfolio Management
DannyL512DannyL512   November 17, 2009
Overall rating 
 
 
3.3
Company 
 
 
5.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

It is easy to use on a daily basis.

N/A

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Redtail CRM
CRM Software
DannyL512DannyL512   November 13, 2009
Overall rating 
 
 
3.9
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
4.0
Productivity  
 
 
5.0
Client Portal  
 
 
1.0
Integration  
 
 
5.0
Security  
 
 
5.0
Pricing 
 
 
5.0

Excellent CRM!

It has been a great addition to our offices. We are able to track our communication with clients easily.

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2 results - showing 1 - 2