Reviews written by Meech
2 results - showing 1 - 2
4.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
The information was good overall. A portion wasn't relative to my particular clientele, but I appreciated getting an update of the information nonetheless.
Financial Planning
Meech
November 11, 2013
Overall rating
3.2
Company
4.0
Interface
3.0
Integration
4.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
2.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
2.0
Emoney review
Most of our clients haven't cared to use the client portal.
2 results - showing 1 - 2
