Statements from the following verified business professionals were used to create this chart:
Title |
Company Size |
Industry |
Response |
|
President/CEO |
Small Business |
Financial Services |
- Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Better
- Billing: Better
- Trading (Integrated Trading and Rebalancing): Significantly Better
- Client Experience: Better
- Integrations: Better
|
|
Founder/Owner |
Small Business |
Financial Services |
- Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Better
- Billing: Better
- Trading (Integrated Trading and Rebalancing): Significantly Better
- Client Experience: Significantly Better
- Integrations: Better
|
|
Advisor |
Small Business |
Financial Services |
- Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Unsure
- Billing: Unsure
- Trading (Integrated Trading and Rebalancing): Unsure
- Client Experience: Unsure
- Integrations: Unsure
|
|
President/CEO |
Small Business |
Financial Services |
- Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Better
- Billing: Unsure
- Trading (Integrated Trading and Rebalancing): Did not know
- Client Experience: Unsure
- Integrations: Unsure
|
|
Chief Operations Officer |
Small Business |
Computer Services |
- Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Best in Class
- Billing: Best in Class
- Trading (Integrated Trading and Rebalancing): Best in Class
- Client Experience: Best in Class
- Integrations: Best in Class
|
|
Chief Operations Officer |
Small Business |
Banking |
- Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Significantly Better
- Billing: Significantly Better
- Trading (Integrated Trading and Rebalancing): Significantly Better
- Client Experience: Significantly Better
- Integrations: Significantly Better
|
|
Operations Manager |
Small Business |
Financial Services |
- Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Significantly Better
- Billing: Better
- Trading (Integrated Trading and Rebalancing): Significantly Better
- Client Experience: Significantly Better
- Integrations: Significantly Better
|
|
Founder/Owner |
Small Business |
Financial Services |
- Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Significantly Better
- Billing: Better
- Trading (Integrated Trading and Rebalancing): Better
- Client Experience: Not Better
- Integrations: Better
|
|
Operations Manager |
Small Business |
Financial Services |
- Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Better
- Billing: Significantly Better
- Trading (Integrated Trading and Rebalancing): Better
- Client Experience: Better
- Integrations: Better
|
|
Client Service Specialist |
Small Business |
Financial Services |
- Reporting (Report Builder, Composites, Alternative Investments Platform, RMD Dashboard, etc): Significantly Better
- Billing: Better
- Client Experience: Better
- Integrations: Better
|