Reviews written by Triangle
3 results - showing 1 - 3
Portfolio Management
Triangle
August 03, 2010
Overall rating
4.3
Company
4.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
4.0
Reports
5.0
Fixed Income
3.0
Tax Lot Accounting
4.0
Trading
5.0
Integrations
5.0
Security
5.0
Hosting
5.0
Pricing
2.0
Very Good
Very Good!
Financial Planning
Triangle
August 03, 2010
Overall rating
4.5
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
2.0
Asset Allocation
3.0
LTC-College Planning
5.0
Estate Planning
5.0
Great Client Appeal Easy to Use
Like the program, with each update they are enhancing even more. Keeps improving.
CRM Software
Triangle
August 03, 2010
Overall rating
2.9
Company
3.0
Software Support
3.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
4.0
Productivity
5.0
Client Portal
3.0
Integration
2.0
Security
2.0
Pricing
3.0
Easy to Use
Used for many years - just in process of upgrading and working on Integration with an add on application AFFIX to import Orion data
3 results - showing 1 - 3
