Reviews written by hstorey56

2 results - showing 1 - 2  
 
 
PortfolioCenter
Portfolio Management
hstorey56hstorey56   January 04, 2011
Overall rating 
 
 
4.1
Company 
 
 
4.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
4.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
4.0

Easy to use reporting software

We have used PC for many years and have no reason to switch.

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MoneyGuidePro
Financial Planning
hstorey56hstorey56   January 04, 2011
Overall rating 
 
 
3.6
Company 
 
 
4.0
Interface 
 
 
5.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

User Friendly and Easy for Clients to Understand

We have been using MGP for many years and have found no reason to switch.

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2 results - showing 1 - 2