Reviews written by rogergward

3 results - showing 1 - 3  
 
 
PortfolioCenter
Portfolio Management
rogergwardrogergward   June 28, 2010
Overall rating 
 
 
4.0
Company 
 
 
5.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
4.0
Integrations 
 
 
4.0
Security 
 
 
5.0
Hosting 
 
 
3.0
Pricing 
 
 
5.0

Excellent product for the smaller RIA.

Recommended program for RIA firms with traditional reporting and portfolio management needs

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Junxure
CRM Software
rogergwardrogergward   April 12, 2010
Overall rating 
 
 
4.1
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
4.0
Workflow Management  
 
 
4.0
Productivity  
 
 
5.0
Client Portal  
 
 
4.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
3.0

Best of the CRMs we have seen.

We also use the Client View product and that has not been as smooth an integration as we would like. We also use the mobile application which workd well on...

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2010 Compliance Planning For RIAs
Webinars
rogergwardrogergward   October 29, 2009
(Updated: October 29, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

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3 results - showing 1 - 3