Reviews written by klev
4 results - showing 1 - 4
Webinars
klev
January 03, 2011
5.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
A must see for all compliance professionals.
I look forward to this presentation every year.
Portfolio Management
klev
November 24, 2009
Overall rating
2.1
Company
3.0
Technology Support
1.0
Reconcilliation
5.0
Financial Institution Interfaces
2.0
Reports
2.0
Fixed Income
1.0
Tax Lot Accounting
1.0
Trading
1.0
Integrations
1.0
Security
5.0
Hosting
1.0
Pricing
2.0
Albridge Review
Wouldn't recommend, but then again, don't know if there are any better products out there for small advisors.
Account Aggregation
klev
November 24, 2009
Overall rating
1.8
Breadth Of Data Aggregated
5.0
Advisor Dashboard
1.0
Client Dashboard
1.0
Overall Data Quality
3.0
Investment Data Quality
1.0
Bank Account And Other Asset Data Quality
1.0
Insurance Policy Data Quality
1.0
Credit Card Data Quality
1.0
Other Liabilities Data Quality
1.0
Portfolio Accounting Integration
3.0
Financial Planning Integration
3.0
CRM Integration
3.0
Data Scrubbing
3.0
Security
1.0
Training
1.0
Support
1.0
Pricing
1.0
CashEdge
Wouldn't recommend it, but not sure if there is anything better out there either.
Webinars
5.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
I thought it was great, would love to get copies of the slides.
4 results - showing 1 - 4
