Reviews written by stevehog
5 results - showing 1 - 5
Portfolio Management
stevehog
April 13, 2012
Overall rating
3.0
Company
3.0
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
2.0
Morningstar Office
Too expensive for what you get.
Financial Planning
stevehog
January 16, 2012
Overall rating
2.7
Company
4.0
Interface
4.0
Integration
2.0
Pricing
1.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
2.0
Estate Planning
2.0
Like eMoney, a little expensive, but has so many features.
Great program.
CRM Software
stevehog
October 25, 2010
Overall rating
3.6
Company
4.0
Software Support
4.0
Investment Tracking
4.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
4.0
Client Portal
1.0
Integration
3.0
Security
4.0
Pricing
5.0
Redtail is a great overall value
Redtail is a great overall value
4.0 |
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very good. Always like more take away, actionnable items to implement. Not always just a sales pitch to sign up for a new program.
4.0 |
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very good. 75% of time was way to general. 25% was about the CRMs. Should have been the other way around.
5 results - showing 1 - 5
