Reviews written by azbryanw

8 results - showing 1 - 8  
 
 
azbryanwazbryanw   May 13, 2010
(Updated: May 13, 2010)
3.0
Average Attendee Rating
Poor Average Excellent

kinda boring

Portfolio Management
azbryanwazbryanw   May 10, 2010
Overall rating 
 
 
3.7
Company 
 
 
5.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
5.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
1.0
Pricing 
 
 
2.0

Industry Standard

It's the industry standard

Financial Planning
azbryanwazbryanw   April 24, 2010
Overall rating 
 
 
4.3
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
5.0
Estate Planning 
 
 
5.0

The Best

This is the standard by which all other financial planning programs are judged, why go anywhere else...

Portfolio Management
azbryanwazbryanw   April 24, 2010
Overall rating 
 
 
2.8
Company 
 
 
3.0
Technology Support 
 
 
2.0
Reconcilliation 
 
 
1.0
Financial Institution Interfaces 
 
 
1.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
2.0
Security 
 
 
4.0
Hosting 
 
 
5.0
Pricing 
 
 
1.0

Go Elsewhere

It's okay.

Financial Planning
azbryanwazbryanw   April 24, 2010
Overall rating 
 
 
1.7
Company 
 
 
3.0
Interface 
 
 
2.0
Integration 
 
 
2.0
Pricing 
 
 
1.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
1.0
Asset Allocation 
 
 
1.0
LTC-College Planning 
 
 
1.0
Estate Planning 
 
 
1.0

Go Elsewhere

nothing good to say

CRM Software
azbryanwazbryanw   April 24, 2010
Overall rating 
 
 
4.3
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
5.0
Workflow Management  
 
 
5.0
Productivity  
 
 
4.0
Client Portal  
 
 
4.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
3.0

Best CRM I've seen yet

N/A

azbryanwazbryanw   April 15, 2010
(Updated: April 15, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

Good compliance update

azbryanwazbryanw   April 08, 2010
(Updated: April 08, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

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8 results - showing 1 - 8