Reviews written by Dan Lohmar
4.0 |
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Good insight on the differences between the ways attorneys and advisors view each other. Looking forward to knowing more about NNEPA.
5.0 |
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very good info. I am not currently in the business of setting up 401k's, so it served as a good intro to what to expect when I do....
Financial Planning
Dan Lohmar
April 07, 2010
Overall rating
4.3
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
3.0
Wouldn't go without it!
Very good plat form. Wouldn't go without it.
Portfolio Management
Dan Lohmar
March 03, 2010
Overall rating
2.3
Company
3.0
Technology Support
2.0
Reconcilliation
2.0
Financial Institution Interfaces
3.0
Reports
2.0
Fixed Income
1.0
Tax Lot Accounting
1.0
Trading
1.0
Integrations
3.0
Security
3.0
Hosting
2.0
Pricing
5.0
Investigo Review
No additional comments.
5.0 |
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5.0 |
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As always, Great CE credit presentation. it doesn't get better than that.
4.0 |
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Very adequate. Good info not commonly talked about.
