Reviews written by laurenk949

6 results - showing 1 - 6  
 
 
Financial Planning
laurenk949laurenk949   December 14, 2014
Overall rating 
 
 
3.9
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
1.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
5.0

Great and still getting better

You need to understand how to set up the plan.

Portfolio Management
laurenk949laurenk949   October 28, 2014
Overall rating 
 
 
2.4
Company 
 
 
3.0
Technology Support 
 
 
2.0
Reconcilliation 
 
 
2.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
1.0
Tax Lot Accounting 
 
 
1.0
Trading 
 
 
1.0
Integrations 
 
 
4.0
Security 
 
 
5.0
Hosting 
 
 
1.0
Pricing 
 
 
1.0

Albridge - not a PM system

Albridge is a good aggregator and reporter but look elsewhere if you manage portfolios.

laurenk949laurenk949   January 06, 2011
(Updated: January 06, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Rick has a good presentation...but does not intellectually engage.

laurenk949laurenk949   November 05, 2009
(Updated: November 05, 2009)
3.0
Average Attendee Rating
Poor Average Excellent

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laurenk949laurenk949   October 15, 2009
(Updated: October 15, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

-

laurenk949laurenk949   April 23, 2009
(Updated: April 23, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

Some of the slides were very dense...trying to listen and read the slides was hard.

6 results - showing 1 - 6