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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Review Detail
SunGard WealthStation
Financial Planning
by
a4a-manage
August 31, 2009
June 28, 2012
bruce@fergusoninvestmentservices.com
Top 1000 Reviewer
View all my reviews (16)
Overall rating
2.5
Company
2.0
Interface
2.0
Integration
4.0
Pricing
3.0
Monte Carlo Simulation
2.0
Taxes
4.0
Asset Allocation
1.0
LTC-College Planning
2.0
Estate Planning
2.0
Not very useful
thanks
User Review
The Good
Integrates with home office
The Bad
asset allocation and reports
The Bottom Line
glad I have moved to Money Guide Pro
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