Reviews written by nicoleb973
5 results - showing 1 - 5
Financial Planning
nicoleb973
September 21, 2012
Overall rating
3.1
Company
3.0
Interface
3.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Solid Product
User friendly system. Good mid-level financial planning software. Price is fair.
Portfolio Management
nicoleb973
October 05, 2011
Overall rating
3.8
Company
4.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
5.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
4.0
Trading
3.0
Integrations
4.0
Security
4.0
Hosting
4.0
Pricing
4.0
Have used PC for 8 years - solid and reliable
Works well and very reliable. Only complaint, reporting. They have made vast improvements with the enhanced reporting module, but still not completely ready to use. ...
CRM Software
nicoleb973
August 16, 2010
Overall rating
4.1
Company
4.0
Software Support
4.0
Investment Tracking
5.0
Insurance Tracking
3.0
Workflow Management
5.0
Productivity
5.0
Client Portal
4.0
Integration
3.0
Security
4.0
Pricing
4.0
Junxure was exactly what we were looking for
I don't know how we ever functioned without a CRM. We are completely happy with our decision to go with Junxure.
4.0 |
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Webinars
4.0 |
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5 results - showing 1 - 5
