Reviews written by bobbarr1953
3 results - showing 1 - 3
Portfolio Management
bobbarr1953
June 09, 2010
Overall rating
4.5
Company
5.0
Technology Support
5.0
Reconcilliation
4.0
Financial Institution Interfaces
5.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
4.0
Trading
5.0
Integrations
5.0
Security
5.0
Hosting
5.0
Pricing
5.0
We're pretty happy all things being equal
A better alternative than Advent and close to it's value I believe.
Financial Planning
bobbarr1953
June 09, 2010
Overall rating
3.9
Company
5.0
Interface
5.0
Integration
3.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
1.0
LTC-College Planning
4.0
Estate Planning
4.0
Best program I've used
Note that we don't use the asset allocation portion of the program.
CRM Software
bobbarr1953
June 01, 2010
Overall rating
4.2
Company
5.0
Software Support
2.0
Investment Tracking
4.0
Insurance Tracking
4.0
Workflow Management
4.0
Productivity
4.0
Client Portal
4.0
Integration
5.0
Security
5.0
Pricing
5.0
Love it
The program takes some work but the Wealth Management version with integration of add on's like AppCrown and XLR8 are all worth it.
3 results - showing 1 - 3
