Reviews written by Airvine
5.0 |
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Loved the double session!
Portfolio Management
Airvine
May 29, 2014
Overall rating
3.2
Company
4.0
Technology Support
2.0
Reconcilliation
4.0
Financial Institution Interfaces
5.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
2.0
Trading
3.0
Integrations
2.0
Security
5.0
Hosting
3.0
Pricing
2.0
Portfolio Center Review
The reports that you build a bit more attractive, but you have to be a bit of a programmer to figure out how to build them - at least that...
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4.0 |
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5.0 |
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5.0 |
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5.0 |
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5.0 |
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4.0 |
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4.0 |
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5.0 |
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4.0 |
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5.0 |
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Excellent
4.0 |
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Financial Planning
Airvine
May 09, 2013
Overall rating
3.7
Company
5.0
Interface
5.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Customer Friendly Interface
Easy for clients to follow reports.
