Reviews written by timw817

2 results - showing 1 - 2  
 
 
Albridge Solutions
Portfolio Management
timw817timw817   March 22, 2014
Overall rating 
 
 
2.2
Company 
 
 
3.0
Technology Support 
 
 
2.0
Reconcilliation 
 
 
2.0
Financial Institution Interfaces 
 
 
2.0
Reports 
 
 
3.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
2.0
Trading 
 
 
1.0
Integrations 
 
 
2.0
Security 
 
 
3.0
Hosting 
 
 
2.0
Pricing 
 
 
2.0

Only Choice. Want better.

It is the only choice BD offers and I want better.

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MoneyGuidePro
Financial Planning
timw817timw817   May 14, 2012
Overall rating 
 
 
3.3
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
2.0
Estate Planning 
 
 
2.0

Great graphics & client interface

None

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2 results - showing 1 - 2