Reviews written by jseitzer

2 results - showing 1 - 2  
 
 
AssetBook
Portfolio Management
jseitzerjseitzer   August 17, 2011
Overall rating 
 
 
4.4
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
5.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
5.0

Good service provider.

Good service provider.

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MoneyGuidePro
Financial Planning
jseitzerjseitzer   August 17, 2011
Overall rating 
 
 
3.9
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
4.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Best planning software out there

Easy decision to go with MGP

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2 results - showing 1 - 2