Reviews written by foxfin

3 results - showing 1 - 3  
 
 
foxfinfoxfin   February 06, 2014
(Updated: February 06, 2014)
Rating 
 
5.0

Outstanding! I intend to incorporate this tool into my practice immediately.

Portfolio Management
foxfinfoxfin   December 13, 2013
Overall rating 
 
3.5
Company 
 
4.0
Technology Support 
 
4.0
Reconcilliation 
 
5.0
Financial Institution Interfaces 
 
4.0
Reports 
 
4.0
Fixed Income 
 
3.0
Tax Lot Accounting 
 
3.0
Trading 
 
3.0
Integrations 
 
3.0
Security 
 
3.0
Hosting 
 
3.0
Pricing 
 
3.0

Meets my needs and more

Solid software for most smaller financial planning firms.

foxfinfoxfin   January 12, 2012
(Updated: January 12, 2012)
Rating 
 
5.0

You nailed it. Great job. This is a huge opportunity for well positioned advisors!

3 results - showing 1 - 3