Reviews written by williamg615

12 results - showing 1 - 12  
 
 
Portfolio Management
williamg615williamg615   June 09, 2011
Overall rating 
 
 
2.8
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
2.0
Trading 
 
 
1.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
4.0

OK.

In my opinion, they have little competition other than certain clearing house proprietary platforms for the price. It's adequate and have no client complaints. They do have a lot of...

Financial Planning
williamg615williamg615   February 07, 2011
(Updated: February 08, 2011)
Overall rating 
 
 
3.8
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Nearly as powerful as Naviplan Extended but with refinements that make planning quicker.

I looked around this past year at two or three planning software products. None had the detail of planning I am used to with Naviplan Extended. I actually put them...

williamg615williamg615   July 29, 2010
(Updated: July 29, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

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williamg615williamg615   July 10, 2010
Overall rating 
 
 
3.4
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
4.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
1.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
2.0

Excellent program. Full featured.

have used this for 20 years. Just switched to Redtail due to more interfacing and lower price.

williamg615williamg615   July 08, 2010
(Updated: July 08, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

good ideas. too much for me to grasp so will have to review the webinar.

Financial Planning
williamg615williamg615   June 24, 2010
Overall rating 
 
 
3.3
Company 
 
 
4.0
Interface 
 
 
1.0
Integration 
 
 
5.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
1.0
Estate Planning 
 
 
5.0

Excellent program with steep learning curve. Not perfect. Good support.

I recommend NaviPlan extended to serious planners.

williamg615williamg615   March 11, 2010
(Updated: March 11, 2010)
3.0
Average Attendee Rating
Poor Average Excellent

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williamg615williamg615   March 04, 2010
(Updated: March 04, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent, Andy. It so happens I had finished ready his book last month. Their story sounds so much like mine on spotting the bear and the current rally I feel...

williamg615williamg615   December 10, 2009
(Updated: December 10, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

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williamg615williamg615   May 21, 2009
(Updated: May 21, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

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williamg615williamg615   May 14, 2009
(Updated: May 14, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

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williamg615williamg615   April 30, 2009
(Updated: April 30, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

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12 results - showing 1 - 12