Reviews written by pjplanner

2 results - showing 1 - 2  
 
 
Albridge Solutions
Portfolio Management
pjplannerpjplanner   October 07, 2014
Overall rating 
 
 
3.1
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Albridge a necessary evil.

Works well with my BD's needs

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Silver Financial Planner
Financial Planning
pjplannerpjplanner   January 11, 2014
Overall rating 
 
 
3.3
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
2.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
2.0

silver works well for the right jobs.

Sliver is even better now that it can be cloud based/

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2 results - showing 1 - 2