Reviews written by TomDavison

3 results - showing 1 - 3  
 
 
TomDavisonTomDavison   September 19, 2018
4.0
Average Attendee Rating
Poor Average Excellent
Portfolio Management
TomDavisonTomDavison   February 25, 2014
Overall rating 
 
 
4.0
Company 
 
 
4.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
4.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
3.0

solid product

A trusted solution

Financial Planning
TomDavisonTomDavison   February 07, 2014
Overall rating 
 
 
3.7
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
1.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

cashflow driven.

You could use a lighter weight program for clients a ways away from retirement, and switch to naviplan for the careful analysis of retirement as they get closer. ...

3 results - showing 1 - 3