Reviews written by mikel602

3 results - showing 1 - 3  
 
 
Silver Financial Planner
Financial Planning
mikel602mikel602   March 01, 2012
Overall rating 
 
 
3.0
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
2.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
1.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

Cost effective Retirement planning tool; like College Funding tuition data Monte Carlo projections

Like the option to allow clients to begin data entry online; save planner time.

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PortfolioCenter
Portfolio Management
mikel602mikel602   May 18, 2011
Overall rating 
 
 
3.7
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
4.0

Reliable portfolio reporting, reasonable price, improving report functionality

Soild portfolio management solution. Takes some time to learn. The more you put into learning about the software and its reporting fuction, the more you will get out of...

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Building A Better Balanced Portfolio
Webinars
mikel602mikel602   April 07, 2011
(Updated: April 07, 2011)
3.0
Average Attendee Rating
Poor Average Excellent

Informative summary of 7twelve portfolio

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3 results - showing 1 - 3