Reviews written by jar

7 results - showing 1 - 7  
 
 
Portfolio Management
jarjar   July 23, 2012
Overall rating 
 
 
3.3
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
2.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
4.0

Portfolio Center

See above

jarjar   April 19, 2012
(Updated: April 19, 2012)
Rating 
 
 
4.0

Topic was very timely

jarjar   March 29, 2012
(Updated: March 29, 2012)
Rating 
 
 
4.0

Topic was very timely

jarjar   February 09, 2012
(Updated: February 09, 2012)
Rating 
 
 
4.0

Helpful to see what is new in the planning world

Financial Planning
jarjar   May 24, 2011
Overall rating 
 
 
3.8
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
2.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Golden Years

Good product, reasonably priced and great support

jarjar   March 17, 2011
(Updated: March 17, 2011)
Rating 
 
 
5.0

I signed up for the Beta

jarjar   December 10, 2009
(Updated: December 10, 2009)
Rating 
 
 
4.0

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7 results - showing 1 - 7