Reviews written by pauls325

2 results - showing 1 - 2  
 
 
Recent Improvements In Advisor Vault
Webinars
pauls325pauls325   October 26, 2011
(Updated: October 26, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

-

Read Review Comments (0)
PortfolioCenter
Portfolio Management
pauls325pauls325   April 19, 2010
Overall rating 
 
 
5.0
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
5.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
5.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
5.0

Fantastic software

We've been able to do virtually everything we need to do with this software. It is very robust and very customizable.

Read Review Comments (0)
2 results - showing 1 - 2