Reviews written by stevenp719

7 results - showing 1 - 7  
 
 
stevenp719stevenp719   February 17, 2011
(Updated: February 17, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

-

stevenp719stevenp719   February 10, 2011
(Updated: February 10, 2011)
3.0
Average Attendee Rating
Poor Average Excellent

-

stevenp719stevenp719   January 27, 2011
(Updated: January 27, 2011)
3.0
Average Attendee Rating
Poor Average Excellent

-

stevenp719stevenp719   January 06, 2011
(Updated: January 06, 2011)
3.0
Average Attendee Rating
Poor Average Excellent

OK

Financial Planning
stevenp719stevenp719   December 22, 2010
Overall rating 
 
 
3.2
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
2.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Marginal use, I don't do much Financial planning

Marginal use, I don't do much Financial planning

Portfolio Management
stevenp719stevenp719   December 21, 2010
Overall rating 
 
 
3.8
Company 
 
 
5.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
4.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

MOXY Rocks

Great System.

stevenp719stevenp719   December 16, 2010
(Updated: December 16, 2010)
4.0
Average Attendee Rating
Poor Average Excellent

-

7 results - showing 1 - 7