Reviews written by DollarBill

2 results - showing 1 - 2  
 
 
PortfolioCenter
Portfolio Management
DollarBillDollarBill   December 20, 2009
Overall rating 
 
 
4.6
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
3.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
4.0
Pricing 
 
 
5.0

Portfolio Center still at the Center of the practice

There is nothing else out there that matches the value, breadth & depth of the software.

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ACT
CRM Software
DollarBillDollarBill   December 20, 2009
Overall rating 
 
 
3.9
Company  
 
 
4.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
4.0
Workflow Management  
 
 
5.0
Productivity  
 
 
4.0
Client Portal  
 
 
2.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
5.0

ACT 2010 powers our 17 member firm!

ACT! 2010 can be purchased at a reasonable price and you own it without monthly user fees! It is a powerful tool that can serve a sole practitioner to a...

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2 results - showing 1 - 2