Reviews written by kurtbox

2 results - showing 1 - 2  
 
 
PortfolioCenter
Portfolio Management
kurtboxkurtbox   June 30, 2010
Overall rating 
 
 
4.0
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
5.0
Hosting 
 
 
3.0
Pricing 
 
 
4.0

Has served its purpose and they are constantly updating the software. Happy with it.

Good solution and is reasonably priced.

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Junxure
CRM Software
kurtboxkurtbox   March 01, 2010
Overall rating 
 
 
4.5
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
4.0
Integration  
 
 
5.0
Security  
 
 
5.0
Pricing 
 
 
5.0

Excellent, runs our office

Excellent

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2 results - showing 1 - 2