Reviews written by clinte614

2 results - showing 1 - 2  
 
 
Morningstar Office
Portfolio Management
clinte614clinte614   May 27, 2010
Overall rating 
 
 
3.2
Company 
 
 
3.0
Technology Support 
 
 
1.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
1.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
4.0

Good overall system although it tries to do too much with too little quality support.

Their CRM system is worthless. The Planning module is too basic for an actual financial planning tool, however, it's ok for making Investment Policy Statements.

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Redtail CRM
CRM Software
clinte614clinte614   May 24, 2010
Overall rating 
 
 
3.0
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
2.0
Productivity  
 
 
2.0
Client Portal  
 
 
2.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
4.0

User friendly CRM system that's immediately workable. could be faster with less bugs,

Overall, I like it and would recommend it. The only other CRM I've used in the past is ACT!, and I like this one better and it is much...

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2 results - showing 1 - 2