Reviews written by AndyTilp

48 results - showing 1 - 25  
 
 
AndyTilpAndyTilp   August 02, 2012
(Updated: August 02, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

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AndyTilpAndyTilp   July 12, 2012
(Updated: July 12, 2012)
4.0
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Poor Average Excellent

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AndyTilpAndyTilp   July 12, 2012
(Updated: July 12, 2012)
4.0
Average Attendee Rating
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AndyTilpAndyTilp   July 09, 2012
(Updated: July 09, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

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Financial Planning
AndyTilpAndyTilp   June 15, 2012
Overall rating 
 
 
3.6
Company 
 
 
5.0
Interface 
 
 
3.0
Integration 
 
 
3.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Money tree - total planning suite

Allows you to get the data necessary to understand how to explain plans to client.

AndyTilpAndyTilp   June 14, 2012
(Updated: June 14, 2012)
3.0
Average Attendee Rating
Poor Average Excellent

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AndyTilpAndyTilp   May 17, 2012
(Updated: May 17, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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AndyTilpAndyTilp   May 03, 2012
(Updated: May 03, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

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AndyTilpAndyTilp   April 12, 2012
(Updated: April 12, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

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AndyTilpAndyTilp   April 09, 2012
(Updated: April 09, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

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AndyTilpAndyTilp   March 22, 2012
(Updated: March 22, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

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AndyTilpAndyTilp   March 12, 2012
(Updated: March 12, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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AndyTilpAndyTilp   March 08, 2012
(Updated: March 08, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

Always look forward to Bob's semiars. Thanks

AndyTilpAndyTilp   February 16, 2012
(Updated: February 16, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

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AndyTilpAndyTilp   February 13, 2012
(Updated: February 13, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

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AndyTilpAndyTilp   February 02, 2012
(Updated: February 02, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

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AndyTilpAndyTilp   January 09, 2012
(Updated: January 09, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

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AndyTilpAndyTilp   December 12, 2011
(Updated: December 12, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Good info, as always. Please stay on time. 11 minutes over.

Portfolio Management
AndyTilpAndyTilp   November 10, 2011
Overall rating 
 
 
3.1
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
2.0
Pricing 
 
 
1.0

Comprehensive product, with a hefty learning curve

Once I learned how to navigate and make the system work for me, it provides good data. User interface not intuitive. Takes a lot of time to work with the...

AndyTilpAndyTilp   September 22, 2011
(Updated: September 22, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Useful info, thanks

AndyTilpAndyTilp   September 22, 2011
(Updated: September 22, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Useful info, thanks

AndyTilpAndyTilp   September 22, 2011
(Updated: September 22, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Useful info, thanks

AndyTilpAndyTilp   September 08, 2011
(Updated: September 08, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

High level. Scenarios were helpful.

AndyTilpAndyTilp   August 08, 2011
(Updated: August 08, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

Great info as always

AndyTilpAndyTilp   August 04, 2011
(Updated: August 04, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

H

48 results - showing 1 - 25