Reviews written by Maclendon

2 results - showing 1 - 2  
 
 
Black Diamond Reporting
Portfolio Management
MaclendonMaclendon   March 04, 2012
Overall rating 
 
 
1.9
Company 
 
 
2.0
Technology Support 
 
 
2.0
Reconcilliation 
 
 
2.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
3.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
2.0
Trading 
 
 
1.0
Integrations 
 
 
1.0
Security 
 
 
3.0
Hosting 
 
 
1.0
Pricing 
 
 
1.0

Black Diamond Review

See above.

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MoneyGuidePro
Financial Planning
MaclendonMaclendon   December 20, 2011
Overall rating 
 
 
4.0
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Easy to use!

WE havent fully integrated the product - but there is lots of potential.

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2 results - showing 1 - 2