Reviews written by williamh480

5 results - showing 1 - 5  
 
 
williamh480williamh480   January 20, 2011
(Updated: January 20, 2011)
3.0
Average Attendee Rating
Poor Average Excellent

was a bit slow at the beginning. Good analogy with the waiter asking for names & numbers

Financial Planning
williamh480williamh480   December 24, 2010
Overall rating 
 
 
4.6
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Clients love the presentation!

easy data entry, very understandable reporting

williamh480williamh480   August 05, 2010
(Updated: August 05, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

great amount of detail

williamh480williamh480   October 15, 2009
(Updated: October 15, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

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williamh480williamh480   May 21, 2009
(Updated: May 21, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

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5 results - showing 1 - 5