Reviews written by terryh770

8 results - showing 1 - 8  
 
 
terryh770terryh770   April 19, 2012
(Updated: April 19, 2012)
Rating 
 
 
4.0

-

terryh770terryh770   February 13, 2012
(Updated: February 13, 2012)
Rating 
 
 
5.0

-

Financial Planning
terryh770terryh770   February 18, 2011
Overall rating 
 
 
3.7
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
2.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Very detailed and does great job of cash flow planning. Not all clients require the level detail,

great cash flow analysis and income tax analysis Requires a lot of data entry and very detailed information. Very detailed. I personally think is...

terryh770terryh770   February 17, 2011
(Updated: February 17, 2011)
Rating 
 
 
5.0

Very good. I have been looking for a regular presentation on the economy and the markets that can be used wiht clieints.

terryh770terryh770   December 02, 2010
(Updated: December 02, 2010)
Rating 
 
 
5.0

very relevant and much and needed

Portfolio Management
terryh770terryh770   November 09, 2009
Overall rating 
 
 
4.4
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
5.0
Fixed Income 
 
 
5.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
5.0

Rating of PortfolioCenter

I was originally skeptical of Schwab owning the software, but to this point it has only been beneficial.

ACT
CRM Software
terryh770terryh770   November 02, 2009
Overall rating 
 
 
3.5
Company  
 
 
5.0
Software Support  
 
 
5.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
4.0
Pricing 
 
 
5.0

ACT

easy to use, but will duplicate data entry to integrate with Portfolio Management System

8 results - showing 1 - 8