Reviews written by hfinancial

13 results - showing 1 - 13  
 
 
hfinancialhfinancial   February 08, 2021
10
Average Attendee Rating
Poor Average Excellent
hfinancialhfinancial   January 12, 2021
9.0
Average Attendee Rating
Poor Average Excellent

Lots of information. Much to process but fortunately I have time because I am still a State registered RIA

hfinancialhfinancial   September 07, 2020
10
Average Attendee Rating
Poor Average Excellent

Excellent

hfinancialhfinancial   July 27, 2020
9.0
Average Attendee Rating
Poor Average Excellent

Excellent information. Lots of stuff in a tight window

hfinancialhfinancial   July 13, 2020
10
Average Attendee Rating
Poor Average Excellent

Great as usual

hfinancialhfinancial   April 13, 2020
9.0
Average Attendee Rating
Poor Average Excellent
hfinancialhfinancial   March 25, 2020
9.0
Average Attendee Rating
Poor Average Excellent

Excellent, thank you very much

hfinancialhfinancial   June 10, 2019
5.0
Average Attendee Rating
Poor Average Excellent

Informative as usual

hfinancialhfinancial   January 21, 2019
5.0
Average Attendee Rating
Poor Average Excellent

very good

hfinancialhfinancial   March 12, 2018
5.0
Average Attendee Rating
Poor Average Excellent

Very informative

hfinancialhfinancial   January 25, 2017
(Updated: January 25, 2017)
4.0
Average Attendee Rating
Poor Average Excellent

I love the 7-12 concept but I still haven't implemented it for some reason.

Portfolio Management
hfinancialhfinancial   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
hfinancialhfinancial   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

13 results - showing 1 - 13