Reviews written by abronton
4 results - showing 1 - 4
Portfolio Management
abronton
January 03, 2011
Overall rating
4.3
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
5.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
3.0
Security
4.0
Hosting
3.0
Pricing
4.0
Excellent product, Excellent service
I initially hired a service bureau to provide this service but was quickly disappointed by the lack of follow through and timely reconciliation of accounts. I could see the...
CRM Software
abronton
January 03, 2011
Overall rating
4.5
Company
5.0
Software Support
4.0
Investment Tracking
5.0
Insurance Tracking
5.0
Workflow Management
5.0
Productivity
5.0
Client Portal
4.0
Integration
4.0
Security
5.0
Pricing
3.0
Add Dynamics CRM and you have the best of all worlds!
This system is quickly becoming the heart of my entire practice. Outstanding in every way.
Portfolio Management
abronton
January 03, 2011
Overall rating
2.3
Company
3.0
Technology Support
2.0
Reconcilliation
1.0
Financial Institution Interfaces
3.0
Reports
1.0
Fixed Income
2.0
Tax Lot Accounting
3.0
Trading
1.0
Integrations
4.0
Security
2.0
Hosting
3.0
Pricing
3.0
Not a big fan
I've had Albridge available to me since 2002 and was quite excited at first because I never had a portfolio reporting system that was automated. Once I started producing...
Webinars
5.0 |
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4 results - showing 1 - 4
