Reviews written by sgandy1
5 results - showing 1 - 5
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
1) Good Info; a little too fast. Allow more time? Establish a Play Back Option to listen a second time.
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Financial Planning
sgandy1
February 10, 2014
Overall rating
2.5
Company
2.0
Interface
2.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
1.0
Taxes
2.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Pretty Complicated
Before Profiles was acquired by EISI it was an easy to use program with basic financial info that was also easy to understand by clients. It also had good, simple...
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5 results - showing 1 - 5
