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CE Webinars
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CFP Ethics Class
Purchased Electives
Reviews written by dfenstermaker
1 results - showing 1 - 1
SunGard WealthStation
Financial Planning
dfenstermaker
July 19, 2011
Overall rating
3.5
Company
4.0
Interface
5.0
Integration
4.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
2.0
LTC-College Planning
3.0
Estate Planning
4.0
works well on the fly as well as having in depth tools for complex financial planning
I don't have much to compare it to. I like the program.
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Comments (0)
1 results - showing 1 - 1
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You'll be emailed a discount coupon for $30 off the
CFP
®
Ethics Class
after signing up for A4A's $60 quarterly membership, featuring
Fritz
Meyer, Bob Keebler, and Craig
Israelsen.