Reviews written by sherrip402
11 results - showing 1 - 11
5.0 |
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5.0 |
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5.0 |
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5.0 |
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5.0 |
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With all the hub bub about buy and hold being dead, it is nice to know "they" are wrong and I'm still doing the best for my clients.
4.0 |
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Portfolio Management
sherrip402
April 01, 2010
Overall rating
3.7
Company
4.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
3.0
Security
5.0
Hosting
3.0
Pricing
3.0
Portfolio Center is a good product.
Portfolio Center is probably one of the best products available. In talking with other advisers this appears to be the consensus.
4.0 |
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5.0 |
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CRM Software
sherrip402
January 30, 2010
Overall rating
4.1
Company
4.0
Software Support
4.0
Investment Tracking
2.0
Insurance Tracking
3.0
Workflow Management
5.0
Productivity
5.0
Client Portal
5.0
Integration
5.0
Security
5.0
Pricing
3.0
Junxure Review
would like to be able to assign a task to multiple assignees
Webinars
4.0 |
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11 results - showing 1 - 11
