Reviews written by lous360

17 results - showing 1 - 17  
 
 
lous360lous360   November 25, 2013
(Updated: November 25, 2013)
Rating 
 
 
4.0

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lous360lous360   October 31, 2013
(Updated: October 31, 2013)
Rating 
 
 
5.0

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lous360lous360   August 08, 2013
(Updated: August 08, 2013)
Rating 
 
 
4.0

-

lous360lous360   August 01, 2013
(Updated: August 01, 2013)
Rating 
 
 
2.0

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lous360lous360   July 18, 2013
(Updated: July 18, 2013)
Rating 
 
 
4.0

-

lous360lous360   March 22, 2012
(Updated: March 22, 2012)
Rating 
 
 
4.0

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lous360lous360   February 23, 2012
(Updated: February 23, 2012)
Rating 
 
 
4.0

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lous360lous360   February 02, 2012
(Updated: February 02, 2012)
Rating 
 
 
5.0

-

lous360lous360   January 12, 2012
(Updated: January 12, 2012)
Rating 
 
 
4.0

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lous360lous360   September 08, 2011
(Updated: September 08, 2011)
Rating 
 
 
4.0

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Portfolio Management
lous360lous360   August 22, 2011
Overall rating 
 
 
3.0
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
4.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
2.0
Trading 
 
 
2.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Good program for aggregation and reporting - tax lot and cost basis not easy

Good program for aggregation and reporting - tax lot and cost basis not easy

Financial Planning
lous360lous360   August 17, 2011
Overall rating 
 
 
3.8
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Excellent program for cash flow analysis

I have used Money Tree software for a number of years. I find it very good for most applications, and support is great!

lous360lous360   July 28, 2011
(Updated: July 28, 2011)
Rating 
 
 
4.0

-

lous360lous360   July 11, 2011
(Updated: July 11, 2011)
Rating 
 
 
4.0

-

lous360lous360   July 16, 2009
(Updated: July 16, 2009)
Rating 
 
 
4.0

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17 results - showing 1 - 17