Reviews written by Yasharel
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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Portfolio Management
Yasharel
September 01, 2011
Overall rating
2.6
Company
4.0
Technology Support
3.0
Reconcilliation
3.0
Financial Institution Interfaces
4.0
Reports
2.0
Fixed Income
1.0
Tax Lot Accounting
2.0
Trading
1.0
Integrations
2.0
Security
4.0
Hosting
2.0
Pricing
3.0
There are problems with performance reports on accounts with large holdings.
There are problems with performance reports on accounts with large holdings. The program times-out!
4.0 |
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Great
4.0 |
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4.0 |
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CRM Software
Yasharel
April 02, 2010
Overall rating
3.5
Company
3.0
Software Support
5.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
4.0
Productivity
4.0
Client Portal
3.0
Integration
4.0
Security
4.0
Pricing
4.0
The Best CRM
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5.0 |
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The Audio was not very cleasr.
5.0 |
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11 results - showing 1 - 11
