Reviews written by Terri Nicklas

3 results - showing 1 - 3  
 
 
SunGard WealthStation
Financial Planning
Terri NicklasTerri Nicklas   January 03, 2014
Overall rating 
 
 
3.9
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
2.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
4.0

Intuitive data entry, many choices for creating a customized plan, looking forward to Compact module

I saw the new module Compact demonstrated at the FPA conference. I am looking forward to using it.

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Orion Advisor Services
Portfolio Management
Terri NicklasTerri Nicklas   September 24, 2013
Overall rating 
 
 
1.0
Company 
 
 
1.0
Technology Support 
 
 
1.0
Reconcilliation 
 
 
1.0
Financial Institution Interfaces 
 
 
1.0
Reports 
 
 
1.0
Fixed Income 
 
 
1.0
Tax Lot Accounting 
 
 
1.0
Trading 
 
 
1.0
Integrations 
 
 
1.0
Security 
 
 
1.0
Hosting 
 
 
1.0
Pricing 
 
 
1.0

have not been able to acces it.

cant access the service

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Salesforce.com
CRM Software
Terri NicklasTerri Nicklas   August 09, 2013
Overall rating 
 
 
1.0
Company  
 
 
1.0
Software Support  
 
 
1.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
1.0
Productivity  
 
 
1.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
1.0
Pricing 
 
 
1.0

Not intuitive

Over promise under deliver not the best use of my time trying to figure it out.

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3 results - showing 1 - 3