Reviews written by StevenP302

2 results - showing 1 - 2  
 
 
Redtail CRM
CRM Software
StevenP302StevenP302   May 14, 2010
Overall rating 
 
 
3.6
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
2.0
Integration  
 
 
2.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Great CRM for solo advisor

big improvement from Upswing CRM

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Morningstar Office
Portfolio Management
StevenP302StevenP302   May 14, 2010
Overall rating 
 
 
3.6
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
2.0
Integrations 
 
 
3.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
3.0

slowly getting better

worth a try

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2 results - showing 1 - 2