Reviews written by AHC

2 results - showing 1 - 2  
 
 
MoneyGuidePro
Financial Planning
AHCAHC   August 21, 2014
Overall rating 
 
 
4.1
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
5.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
4.0

Powerful planning software that is very client-meeting friendly.

None

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PortfolioCenter
Portfolio Management
AHCAHC   August 21, 2014
Overall rating 
 
 
3.3
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
2.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
5.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Portfolio Center Review

Overall a good package

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2 results - showing 1 - 2