Reviews written by kevink978

10 results - showing 1 - 10  
 
 
kevink978kevink978   April 13, 2022
10
Average Attendee Rating
Poor Average Excellent

Excellent as always

kevink978kevink978   July 08, 2019
5.0
Average Attendee Rating
Poor Average Excellent
kevink978kevink978   April 26, 2017
(Updated: April 26, 2017)
5.0
Average Attendee Rating
Poor Average Excellent
kevink978kevink978   April 19, 2017
(Updated: April 19, 2017)
4.0
Average Attendee Rating
Poor Average Excellent
kevink978kevink978   January 08, 2015
(Updated: January 08, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
kevink978kevink978   March 10, 2014
(Updated: March 10, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

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Portfolio Management
kevink978kevink978   October 09, 2012
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

Works for our practice

Very good a transaction history and performance reporting. Good interface with our custodian as well.

Financial Planning
kevink978kevink978   October 09, 2012
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

Limited features

Good basic and quick software for planning

kevink978kevink978   April 09, 2012
(Updated: April 09, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

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kevink978kevink978   July 16, 2009
(Updated: July 16, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

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10 results - showing 1 - 10