Reviews written by robg303
8 results - showing 1 - 8
Webinars
5.0 |
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I thought we were going to talking about a Fixed Income strategy but the discussion about "equal- weight" presented a contrast to Wisdomtree's belief that "dividend-weight" is more effective than...
4.0 |
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4.0 |
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Apollo did a good job
2.0 |
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For a guy that is supposed to know something about presentations, his was really boring. He did not seem well prepared. Great topic...poor presenter
Webinars
4.0 |
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5.0 |
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Fantastic
Portfolio Management
robg303
December 14, 2009
Overall rating
4.8
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
5.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
5.0
Security
5.0
Hosting
5.0
Pricing
5.0
Simply the best outsourcing service in the business
Simply the best...completely satisfied
CRM Software
robg303
December 14, 2009
Overall rating
3.8
Company
4.0
Software Support
3.0
Investment Tracking
2.0
Insurance Tracking
3.0
Workflow Management
3.0
Productivity
5.0
Client Portal
3.0
Integration
5.0
Security
5.0
Pricing
5.0
Good basic CRM system. Ideal for coordinating schedules in office and monitoring workflow
Good system
8 results - showing 1 - 8
