Reviews written by Kevin J with VSR
4 results - showing 1 - 4
Portfolio Management
Kevin J with VSR
October 26, 2011
Overall rating
3.0
Company
2.0
Technology Support
4.0
Reconcilliation
1.0
Financial Institution Interfaces
5.0
Reports
1.0
Fixed Income
1.0
Tax Lot Accounting
1.0
Trading
3.0
Integrations
5.0
Security
4.0
Hosting
4.0
Pricing
5.0
Albridge is most affordable but take caution on performance reports
Maybe DST Pro Plus will compete one day
Financial Planning
Kevin J with VSR
October 28, 2010
Overall rating
4.0
Company
4.0
Interface
4.0
Integration
5.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
5.0
LTC-College Planning
5.0
Estate Planning
3.0
Easy to show Client
Great Company to work with
CRM Software
Kevin J with VSR
October 22, 2010
Overall rating
2.6
Company
3.0
Software Support
3.0
Investment Tracking
3.0
Insurance Tracking
2.0
Workflow Management
3.0
Productivity
4.0
Client Portal
2.0
Integration
1.0
Security
4.0
Pricing
1.0
Tons of options, complicated setup
There is no perfect system
CRM Software
Kevin J with VSR
February 13, 2010
Overall rating
1.9
Company
2.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
2.0
Productivity
3.0
Client Portal
1.0
Integration
1.0
Security
2.0
Pricing
4.0
Too Limiting - Integrations are weak
Lack of feature set makes this CCRM too vanilla.
4 results - showing 1 - 4
