Reviews written by thomas

2 results - showing 1 - 2  
 
 
Power Advisor
Portfolio Management
thomasthomas   December 20, 2010
Overall rating 
 
 
2.4
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
2.0
Fixed Income 
 
 
1.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
1.0
Integrations 
 
 
1.0
Security 
 
 
3.0
Hosting 
 
 
1.0
Pricing 
 
 
4.0

Company lacking updated technology

I have had several problems with the system, and while tech support is helpful, the program continues to have problems that they have been telling me will be fixed with...

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Goldmine
CRM Software
thomasthomas   March 15, 2010
Overall rating 
 
 
1.7
Company  
 
 
3.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
2.0
Productivity  
 
 
2.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
2.0
Pricing 
 
 
2.0

Good software, harder to use for advisors.

We're ok with, but looking for another software to use.

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2 results - showing 1 - 2