User Reviews
OASIS by PureLogix
USER REVIEWS - All reviews
Purchased Date: January 01, 2002
partner, The Nakamun Financial Group
March 20, 2009
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Pros
Oasis provides us with the flexability to have a simple or detailed conversation with the client. We can provide broad brush explainations or drill down for the most analytical client. I specifically like the the abilty to show the risk/return matrix of a portfolio compared to recognizable benchmarks. Everyone whats to know that. Oasis is the focal point of every client review in good times or challenging times.
With a program so important to our practice it is helpful PureLogix is so responsive to problems. They are back to us in minutes!
Cons
Sometimes we get corrupted data feeds for one fund or security. When the feeds all come automatically everyday it is inevitable. At least PureLogix is on it quickly to get it fixed.
Overall
If you are interested in building client portfolios for review or marketing purposes quickly in an accountable and transparent manner this program is for you.
Purchased Date: January 01, 2005
Financial Physician, Financial Health Management Group Inc.
September 24, 2008
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Pros
Portfolio Diagnostics Technology Integrated to support real-time risk adjusted measurement, monitoring, and reporting for preservation of wealth.
Cons
Portfolio Analytics Tracking Historical Performance with Graphical Review for Select Periods is currently not available. This option would improve the assessment capabilites of this service.
Overall
FHMG OASIS Portfolio Management Service, provided through Purelogix Corp., is foundational in our firms value proposition of wealth accumulation/preservation strategies for families and private businesses.
Purchased Date: November 01, 2005
President, Portfolio4Less.com
August 26, 2008
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Pros
Simple to use and learn. Very fast to create comprehensive reporting for prospects and clients.
Customer support is quick and helpful.
Cons
Internet based, so I can't use it when not connected to the Internet.
Overall
Since using OASIS, I haven't had to look back once to justify my portfolio recommendations to clients. Research time has been cut to a minimum and has allowed me to advise clients on the management of their assets based on the best information and portfolio management tools available ' not emotion.
Automatic re-balancing has become a huge value add to my clients that not only allows clients to see that their accounts are being continuously monitored but their returns are being significantly enhanced as well.
Now that my clients' assets are being managed for me, my time has been freed up to focus on the more important aspects of a client-advisor relationship, such as tax and retirement planning.
