Reviews written by kirkl415

40 results - showing 26 - 40  
« »  
 
kirkl415kirkl415   February 08, 2016
(Updated: February 08, 2016)
4.0
Average Attendee Rating
Poor Average Excellent
kirkl415kirkl415   December 07, 2015
(Updated: December 07, 2015)
5.0
Average Attendee Rating
Poor Average Excellent
kirkl415kirkl415   September 07, 2015
(Updated: September 07, 2015)
4.0
Average Attendee Rating
Poor Average Excellent
kirkl415kirkl415   November 10, 2014
(Updated: November 10, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

-

kirkl415kirkl415   May 12, 2014
(Updated: May 12, 2014)
4.0
Average Attendee Rating
Poor Average Excellent

-

kirkl415kirkl415   March 10, 2014
(Updated: March 10, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

-

Financial Planning
kirkl415kirkl415   September 18, 2013
Overall rating 
 
 
3.5
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
2.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

eMoney Great platform

Enjoy working with eMoney and their platform. Clients find it very easy to understand

Portfolio Management
kirkl415kirkl415   September 18, 2013
Overall rating 
 
 
3.6
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
3.0

Black Diamond

Good platorm a bit pricey

kirkl415kirkl415   August 12, 2013
(Updated: August 12, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

-

kirkl415kirkl415   January 07, 2013
(Updated: January 07, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

-

kirkl415kirkl415   September 06, 2012
(Updated: September 06, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

-

kirkl415kirkl415   August 02, 2012
(Updated: August 02, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

very good and timely

kirkl415kirkl415   May 10, 2012
(Updated: May 10, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

-

kirkl415kirkl415   July 11, 2011
(Updated: July 11, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

-

kirkl415kirkl415   June 06, 2011
(Updated: June 06, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Very good

40 results - showing 26 - 40  
« »