Reviews written by kevink978

5 results - showing 1 - 5 Results per page:
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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kevink978 Reviewed by kevink978
March 10, 2014

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Last updated: March 10, 2014
 
Portfolio Management
 

Works for our practice

0 of 0 people found the following review helpful
Very good a transaction history and performance reporting. Good interface with our custodian as well.
Overall rating: 
 
3.9
Company:
 
4.0
Technology Support:
 
4.0
Reconcilliation:
 
5.0
Financial Institution Interfaces:
 
4.0
Reports:
 
5.0
Fixed Income:
 
4.0
Tax Lot Accounting:
 
5.0
Trading:
 
3.0
Integrations:
 
4.0
Security:
 
3.0
Hosting:
 
3.0
Pricing:
 
3.0
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kevink978 Reviewed by kevink978
October 09, 2012

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Financial Planning
 

Limited features

1 of 1 people found the following review helpful
Good basic and quick software for planning
Overall rating: 
 
2.9
Company :
 
4.0
Interface :
 
3.0
Integration :
 
3.0
Pricing :
 
3.0
Monte Carlo Simulation :
 
4.0
Taxes :
 
3.0
Asset Allocation :
 
2.0
LTC-College Planning :
 
2.0
Estate Planning:
 
2.0
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kevink978 Reviewed by kevink978
October 09, 2012

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0 of 0 people found the following review helpful
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Rating:
 
4.0
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kevink978 Reviewed by kevink978
April 09, 2012

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Last updated: April 09, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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kevink978 Reviewed by kevink978
July 16, 2009

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Last updated: July 16, 2009
 
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