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Reviews written by richarde415

4 results - showing 1 - 4  
 
 
Advent Axys
Portfolio Management
richarde415richarde415   November 06, 2010
(Updated: January 12, 2011)
Overall rating 
 
 
3.6
Company 
 
 
3.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
4.0
Integrations 
 
 
2.0
Security 
 
 
3.0
Hosting 
 
 
5.0
Pricing 
 
 
4.0

Good performance tracking and reporting. Complex and difficult to use.

I have used Advent Axys for performance reporting for 7 years. It is complex but reliable. The support was excellent. I recently transitioned to their hosted system...

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Salesforce.com
CRM Software
richarde415richarde415   November 06, 2010
Overall rating 
 
 
3.2
Company  
 
 
5.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
3.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
3.0
Security  
 
 
5.0
Pricing 
 
 
5.0

Good general purpose CRM

Salesforce.com is a high quality database. It is well-maintained by a large innovative company.

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A New Approach To Estate Planning
Webinars
richarde415richarde415   October 28, 2010
(Updated: October 28, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

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Financial Planning Outsourcing To Deepen Client Relationships
Webinars
richarde415richarde415   May 19, 2010
(Updated: May 19, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

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4 results - showing 1 - 4