Reviews written by johncmoynihan

2 results - showing 1 - 2  
 
 
PortfolioCenter
Portfolio Management
johncmoynihanjohncmoynihan   February 11, 2014
Overall rating 
 
 
3.7
Company 
 
 
5.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
1.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Very stable, additional interfaces a bit pricey

I like this product very much. I wish the fee billing module integrated with custodians besides Schwab.

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MoneyGuidePro
Financial Planning
johncmoynihanjohncmoynihan   January 07, 2014
Overall rating 
 
 
3.6
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
5.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
2.0

Very good for goal based planning, very god support

Integrates very well with Portfolio Center and Morningstar Advisor Workstation via import and export functions. Very good client presentations using a computer or large flat panel TV.

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2 results - showing 1 - 2