Reviews written by chrisf57
9 results - showing 1 - 9
5.0 |
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Love the charts. Well researched. Valuable information.
5.0 |
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Excellent. Will attend next month.
5.0 |
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Great topic. Lots of planning ideas. Very much appreciated
Portfolio Management
chrisf57
December 01, 2011
Overall rating
2.8
Company
3.0
Technology Support
2.0
Reconcilliation
5.0
Financial Institution Interfaces
2.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
2.0
Security
4.0
Hosting
3.0
Pricing
1.0
Like it but cumbersome
I will bail if someting more affordable is available.
Financial Planning
chrisf57
November 29, 2011
Overall rating
4.1
Company
5.0
Interface
5.0
Integration
2.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
2.0
Asset Allocation
5.0
LTC-College Planning
5.0
Estate Planning
3.0
Reliable product - deceptively simple yet fairly complex modeling possible
Great product and tech support. Integrations need refining.
Webinars
4.0 |
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I wish the speak would have spent less time on the basics and more on the complex.
5.0 |
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Love the charts. Well researched. Valuable information.
5.0 |
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speak up Andy. Your voice is low.
9 results - showing 1 - 9
