Reviews written by laurend248

2 results - showing 1 - 2  
 
 
Junxure
CRM Software
laurend248laurend248   October 06, 2010
Overall rating 
 
 
3.7
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
3.0
Integration  
 
 
3.0
Security  
 
 
4.0
Pricing 
 
 
5.0

We use it. Its a good tool to track client needs and actions.

We use it and like it. I don't really have another comparison.

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Advent Axys
Portfolio Management
laurend248laurend248   February 09, 2010
Overall rating 
 
 
3.7
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
5.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
4.0
Integrations 
 
 
3.0
Security 
 
 
5.0
Hosting 
 
 
3.0
Pricing 
 
 
1.0

Have used it for 20 years

Don't have much comparison to offer since it is all we have used.

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2 results - showing 1 - 2