Reviews written by hfinancial
16 results - showing 1 - 16
hfinancial
January 12, 2021
9.0 |
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Lots of information. Much to process but fortunately I have time because I am still a State registered RIA
Webinars
hfinancial
July 27, 2020
9.0 |
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Excellent information. Lots of stuff in a tight window
hfinancial
March 25, 2020
9.0 |
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Excellent, thank you very much
4.0 |
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I love the 7-12 concept but I still haven't implemented it for some reason.
Portfolio Management
hfinancial
February 16, 2011
Overall rating
2.8
Company
3.0
Technology Support
3.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
2.0
Fixed Income
3.0
Tax Lot Accounting
4.0
Trading
3.0
Integrations
3.0
Security
3.0
Hosting
1.0
Pricing
1.0
Definitely does the job
Look before you leap
Financial Planning
hfinancial
February 16, 2011
Overall rating
2.8
Company
3.0
Interface
4.0
Integration
2.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
2.0
Asset Allocation
2.0
LTC-College Planning
3.0
Estate Planning
3.0
Decent Product for the money. It has improved significantly over the past 10 years
Worth a look
16 results - showing 1 - 16
