Reviews written by Elle

2 results - showing 1 - 2  
 
 
PortfolioCenter
Portfolio Management
ElleElle   May 30, 2011
Overall rating 
 
 
3.7
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
5.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
5.0
Integrations 
 
 
3.0
Security 
 
 
5.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Solid product - needs more interfaces

Critical app, but room for improvement

Read Review Comments (0)
Salesforce.com
CRM Software
ElleElle   June 08, 2010
Overall rating 
 
 
3.4
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
2.0
Integration  
 
 
3.0
Security  
 
 
4.0
Pricing 
 
 
5.0

Highly recommended, especially for multiple offices

We have two offices in different parts of the state and have found this tool helps keep everyone on the same page.

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