Reviews written by teamw702

3 results - showing 1 - 3  
 
 
10 Common Questions About Taxation Now
Webinars
teamw702teamw702   December 06, 2012
(Updated: December 06, 2012)
5.0
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Assessing Your Clients' Tolerance For Investment Risk
Webinars
teamw702teamw702   November 29, 2012
(Updated: November 29, 2012)
5.0
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eMoney
Financial Planning
teamw702teamw702   January 07, 2012
Overall rating 
 
 
3.7
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Too Labor Intensive

Considering having our own software built.

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3 results - showing 1 - 3