Reviews written by droy

15 results - showing 1 - 15  
 
 
droydroy   September 19, 2023
9.0
Average Attendee Rating
Poor Average Excellent

very useful

droydroy   August 02, 2022
8.0
Average Attendee Rating
Poor Average Excellent
droydroy   September 07, 2020
10
Average Attendee Rating
Poor Average Excellent

informative, data driven which is of value to me.

droydroy   May 27, 2020
8.0
Average Attendee Rating
Poor Average Excellent

i liked the tool for use in conceptual discussions

droydroy   April 29, 2020
9.0
Average Attendee Rating
Poor Average Excellent
droydroy   October 30, 2019
4.0
Average Attendee Rating
Poor Average Excellent

Provides a good process to have basic conversation with a younger audience as to goals for saving

droydroy   May 20, 2019
5.0
Average Attendee Rating
Poor Average Excellent
droydroy   April 08, 2019
5.0
Average Attendee Rating
Poor Average Excellent

Information I do not get elsewhere

droydroy   January 14, 2019
5.0
Average Attendee Rating
Poor Average Excellent

Provides the information needed to develop rational, defensible approach to market environment

droydroy   April 09, 2012
(Updated: April 09, 2012)
3.0
Average Attendee Rating
Poor Average Excellent

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Portfolio Management
droydroy   June 02, 2010
Overall rating 
 
 
4.0
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
4.0
Pricing 
 
 
5.0

a GOOD BUT NOT GREAT PROGRAM/SERVICE

WE HAVE FOUND EASIER TO USE THAN ADVENT BUT NOT AS GOOD ON THE PERFORMANCE CALCULATIONS

Financial Planning
droydroy   June 02, 2010
Overall rating 
 
 
4.2
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
3.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
5.0
Estate Planning 
 
 
4.0

very easy to learn,use and the web access is very useful

A very good solution for most of my clients

CRM Software
droydroy   January 11, 2010
Overall rating 
 
 
3.4
Company  
 
 
3.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
3.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
4.0
Productivity  
 
 
4.0
Client Portal  
 
 
3.0
Integration  
 
 
3.0
Security  
 
 
4.0
Pricing 
 
 
5.0

accomplishes what we need , would like to see document uploads easier

We like the online access aspect of the program, which gives me alot of flexibility to use while traveling. Uploads of documents is not as easy as it should be....

droydroy   July 16, 2009
(Updated: July 16, 2009)
3.0
Average Attendee Rating
Poor Average Excellent

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droydroy   May 07, 2009
(Updated: May 07, 2009)
4.0
Average Attendee Rating
Poor Average Excellent

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15 results - showing 1 - 15