Reviews written by kkabell

3 results - showing 1 - 3  
 
 
ACT
CRM Software
kkabellkkabell   September 09, 2010
Overall rating 
 
 
3.1
Company  
 
 
3.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
2.0
Security  
 
 
3.0
Pricing 
 
 
5.0

ACT

needs work

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PortfolioCenter
Portfolio Management
kkabellkkabell   August 05, 2010
Overall rating 
 
 
3.3
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
3.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

PORTFOLIO CENTER

TOO EXPENSIVE

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MoneyGuidePro
Financial Planning
kkabellkkabell   July 14, 2010
Overall rating 
 
 
3.7
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Money Guide Pro

none

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3 results - showing 1 - 3