Reviews written by 8100e

7 results - showing 1 - 7  
 
 
8100e8100e   April 10, 2014
(Updated: April 10, 2014)
Rating 
 
 
4.0

Probably better suited for advisors with younger clients.

8100e8100e   October 18, 2012
(Updated: October 18, 2012)
Rating 
 
 
4.0

I would have appreciated more of a distinction between portfolio management software and rebalancing software.

8100e8100e   July 11, 2011
(Updated: July 11, 2011)
Rating 
 
 
4.0

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8100e8100e   June 02, 2011
(Updated: June 02, 2011)
Rating 
 
 
4.0

Appreciated the opportunity to learn. I thought he started to slowly. Would have welcomed more of an overview; sounds like a very good tool, but takes a significant...

Financial Planning
8100e8100e   April 04, 2011
Overall rating 
 
 
4.7
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
5.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Money Guide Pro overview

Excellent. Clients also like it.

8100e8100e   March 25, 2010
(Updated: March 25, 2010)
Rating 
 
 
4.0

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7 results - showing 1 - 7