Reviews written by CompassAMG

2 results - showing 1 - 2  
 
 
Portfolio Management
CompassAMGCompassAMG   August 31, 2010
Overall rating 
 
 
3.2
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
3.0
Hosting 
 
 
2.0
Pricing 
 
 
2.0

Allbridge Evaluation

Better programs available

CRM Software
CompassAMGCompassAMG   August 31, 2010
Overall rating 
 
 
3.0
Company  
 
 
5.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
2.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
3.0
Security  
 
 
5.0
Pricing 
 
 
4.0

Microsoft Outlook Review

Inexpensive and works well for a smaller practice but can soon be outgrown.

2 results - showing 1 - 2