Reviews written by mstumer

3 results - showing 1 - 3  
 
 
mstumermstumer   April 08, 2013
(Updated: April 08, 2013)
Rating 
 
5.0

I am always inspired by Fritz's independent analysis of financial data. He has a lot of courage to connect the dots in such a way that most financial people won't...

Financial Planning
mstumermstumer   March 07, 2013
Overall rating 
 
3.6
Company 
 
4.0
Interface 
 
4.0
Integration 
 
3.0
Pricing 
 
5.0
Monte Carlo Simulation 
 
4.0
Taxes 
 
3.0
Asset Allocation 
 
3.0
LTC-College Planning 
 
3.0
Estate Planning 
 
3.0

Simple, inexpensive planning tool for day-to-day planning

I have been using it for the last 10 years or so and very satisfied with it.

Portfolio Management
mstumermstumer   December 12, 2012
Overall rating 
 
4.3
Company 
 
4.0
Technology Support 
 
4.0
Reconcilliation 
 
4.0
Financial Institution Interfaces 
 
5.0
Reports 
 
5.0
Fixed Income 
 
4.0
Tax Lot Accounting 
 
4.0
Trading 
 
4.0
Integrations 
 
5.0
Security 
 
5.0
Hosting 
 
5.0
Pricing 
 
3.0

Near the Top of the Line

This is a huge program with extensive capabilities. There is something for almost any advisory need. Two caveats: MS can do much more with CRM functionality (reminders, grouping, mailing, more...

3 results - showing 1 - 3