Reviews written by tomd614

6 results - showing 1 - 6  
 
 
Year-End Tax Planning Strategies For 2014
Webinars
tomd614tomd614   September 11, 2014
(Updated: September 11, 2014)
4.0
Average Attendee Rating
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The New Ideas Changing Retirement Income Planning
Webinars
tomd614tomd614   January 16, 2014
(Updated: January 16, 2014)
5.0
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NaviPlan Extended
Financial Planning
tomd614tomd614   September 14, 2012
Overall rating 
 
 
3.8
Company 
 
 
5.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
2.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
4.0

flexible and comprehensive

our preferred program

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PortfolioCenter
Portfolio Management
tomd614tomd614   March 12, 2012
Overall rating 
 
 
3.4
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
2.0

Solid and trustworthy

A good partner we trust to be there in the future with us.

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Tax And Asset Protection Strategies For Doctors, Lawyers And Other Professionals
Webinars
tomd614tomd614   March 08, 2012
(Updated: March 08, 2012)
5.0
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6 results - showing 1 - 6