Reviews written by chriss678
7 results - showing 1 - 7
5.0 |
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Webinars
5.0 |
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Webinars
4.0 |
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Basic info. Would like to hear ideas on what apps to mash up and make it work.
4.0 |
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Portfolio Management
chriss678
March 30, 2010
Overall rating
4.0
Company
4.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
5.0
Reports
3.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
4.0
Integrations
4.0
Security
4.0
Hosting
4.0
Pricing
4.0
Good overall product!
None.
CRM Software
chriss678
March 30, 2010
Overall rating
2.4
Company
3.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
4.0
Productivity
4.0
Client Portal
1.0
Integration
2.0
Security
2.0
Pricing
4.0
A good program to manage the basics of a client relationship.
None
5.0 |
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Informative
7 results - showing 1 - 7
