Reviews written by mamed203

3 results - showing 1 - 3  
 
 
Microsoft Outlook
CRM Software
mamed203mamed203   February 04, 2010
Overall rating 
 
 
2.4
Company  
 
 
4.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
2.0
Productivity  
 
 
2.0
Client Portal  
 
 
3.0
Integration  
 
 
2.0
Security  
 
 
2.0
Pricing 
 
 
4.0

Easy to use for tracking appointments, contacts

We do not use it for crm. It is only used for inter office tracking of workflow and calendars, appointments, etc. The CRM we use is Bill Good...

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Advent Axys
Portfolio Management
mamed203mamed203   February 04, 2010
Overall rating 
 
 
2.3
Company 
 
 
2.0
Technology Support 
 
 
2.0
Reconcilliation 
 
 
1.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
1.0
Integrations 
 
 
2.0
Security 
 
 
3.0
Hosting 
 
 
2.0
Pricing 
 
 
2.0

Advent Axys Review

Advent Axys needs to move into the 21st Century and improve their product and hire some tech support that is knowledgable about the product. Would not recommend...

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What’s New At Schwab Performance Technologies?
Webinars
mamed203mamed203   January 21, 2010
(Updated: January 21, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

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3 results - showing 1 - 3