Reviews written by Patricia

60 results - showing 51 - 60  
« »  
 
Portfolio Management
PatriciaPatricia   April 16, 2010
Overall rating 
 
 
3.8
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
4.0

It works for me just fine.

I am looking forward to the improved reports.

Financial Planning
PatriciaPatricia   March 25, 2010
Overall rating 
 
 
3.1
Company 
 
 
3.0
Interface 
 
 
2.0
Integration 
 
 
3.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Seems to have a split personality

I'll be interested to see what happens in the future; I understand that the Online version is going to combine the Standard and Extended into one package, so that you...

CRM Software
PatriciaPatricia   March 23, 2010
Overall rating 
 
 
3.5
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
3.0
Productivity  
 
 
4.0
Client Portal  
 
 
2.0
Integration  
 
 
2.0
Security  
 
 
4.0
Pricing 
 
 
4.0

I'm very satisfied with this product.

Looking forward to how this will work in "the cloud"

PatriciaPatricia   March 18, 2010
(Updated: March 18, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

This was great, what I needed to hear! Not the same old stuff, fresh and well thought out.

PatriciaPatricia   February 18, 2010
(Updated: February 18, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

-

PatriciaPatricia   January 28, 2010
(Updated: January 28, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

-

PatriciaPatricia   November 19, 2009
(Updated: November 19, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

-

PatriciaPatricia   November 12, 2009
(Updated: November 12, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

-

PatriciaPatricia   July 16, 2009
(Updated: July 16, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

-

60 results - showing 51 - 60  
« »