Reviews written by mnelson
4 results - showing 1 - 4
5.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
great ideas I'm going to implement
Portfolio Management
mnelson
March 26, 2012
Overall rating
2.0
Company
1.0
Technology Support
1.0
Reconcilliation
1.0
Financial Institution Interfaces
4.0
Reports
1.0
Fixed Income
1.0
Tax Lot Accounting
1.0
Trading
1.0
Integrations
4.0
Security
3.0
Hosting
3.0
Pricing
3.0
B/D provided cause it's cheap. The data is living in "Hotel California."
If I could switch I would. It'd cheap and shows.
Financial Planning
mnelson
March 26, 2012
Overall rating
3.3
Company
4.0
Interface
4.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
2.0
Estate Planning
2.0
Good enough for most planning
Looking forward to G3's simpler inputs.
CRM Software
mnelson
July 28, 2010
Overall rating
2.9
Company
3.0
Software Support
4.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
1.0
Productivity
3.0
Client Portal
1.0
Integration
4.0
Security
2.0
Pricing
5.0
Basic CRM, lots of mouse clicks to operate, workflow is not usable
Basic CRM, lots of mouse clicks to operate, workflow is not usable
4 results - showing 1 - 4
