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Reviews written by richards480

3 results - showing 1 - 3  
 
 
IAS - PM
Portfolio Management
richards480richards480   July 26, 2011
Overall rating 
 
 
2.6
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
2.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
2.0
Integrations 
 
 
2.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
2.0

Moved from IAS to Orion

Good idea having full integration, but it's hard to do everything well. The financial planning part of the software is much to cumbersome.

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IAS CRM
CRM Software
richards480richards480   November 01, 2010
Overall rating 
 
 
3.1
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
2.0
Security  
 
 
3.0
Pricing 
 
 
4.0

Good software; all-in one solution

**

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Asset Protection Using Domestic Trusts
Webinars
richards480richards480   October 21, 2010
(Updated: October 21, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

Helpful. Will begin to use some recommendations ASAP.

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3 results - showing 1 - 3