Reviews written by kenpetersen

2 results - showing 1 - 2  
 
 
PortfolioCenter
Portfolio Management
kenpetersenkenpetersen   January 10, 2011
Overall rating 
 
 
3.8
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
3.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
5.0
Hosting 
 
 
3.0
Pricing 
 
 
2.0

Good PM, but hasn't keep up with the times. Could be much better with more robust reporting etc.

would like to see it download index data to include in reports.

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Junxure
CRM Software
kenpetersenkenpetersen   August 24, 2010
Overall rating 
 
 
3.0
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
3.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
3.0

Junxture Review

No additional comments.

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2 results - showing 1 - 2