Reviews written by jims330
10 results - showing 1 - 10
Portfolio Management
jims330
February 28, 2013
Overall rating
4.0
Company
4.0
Technology Support
5.0
Reconcilliation
4.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
4.0
Trading
3.0
Integrations
5.0
Security
5.0
Hosting
3.0
Pricing
3.0
User friendly, clients like reports
Reports are client-friendly
Webinars
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Very worthwhile tax info.
Webinars
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Great
3.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Bob is always extremely informative.
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Bob should have focused on fewer topics.
3.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Wanted to hear more about how to approach attorneys.
Webinars
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Bob is always informative, have him more often.
CRM Software
jims330
May 25, 2010
Overall rating
3.5
Company
4.0
Software Support
5.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
3.0
Productivity
5.0
Client Portal
4.0
Integration
4.0
Security
3.0
Pricing
5.0
I was an ACT! user, switched to Redtail; it seems to do almost everything I need. Very pleased
It allows me to no longer worry about the steps of my process and focus on the client. It's a great time saver once it's set up properly....
10 results - showing 1 - 10
