Reviews written by ryanj317

4 results - showing 1 - 4  
 
 
PortfolioCenter
Portfolio Management
ryanj317ryanj317   September 06, 2011
Overall rating 
 
 
3.5
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
4.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
4.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Vastly improving. You need to compare the new and expanding version before offering the same old op

Changes to reporting are much improved. Waiting to see further intregration improvements via the silver bullet program.

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Salesforce.com
CRM Software
ryanj317ryanj317   January 22, 2010
Overall rating 
 
 
2.7
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
3.0
Integration  
 
 
2.0
Security  
 
 
3.0
Pricing 
 
 
3.0

Highly customizable, but not certainly no pre-packaged

Requires more setup than other packaged software that is better geared to advisors. Report use is not intuitive.

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Life Planning And The Financial Crisis
Webinars
ryanj317ryanj317   May 21, 2009
(Updated: May 21, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

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After The Fall: Asset Allocation And Rebalancing
Webinars
ryanj317ryanj317   April 09, 2009
(Updated: April 09, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

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4 results - showing 1 - 4