Reviews written by dfernandez
2 results - showing 1 - 2
Portfolio Management
dfernandez
October 13, 2012
Overall rating
3.9
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
3.0
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Financial Planning
dfernandez
October 13, 2012
Overall rating
4.1
Company
5.0
Interface
5.0
Integration
3.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
5.0
Estate Planning
4.0
See my star ratings.
See my star ratings.
2 results - showing 1 - 2
