Reviews written by pitcher1

17 results - showing 1 - 17  
 
 
pitcher1pitcher1   October 25, 2017
(Updated: October 25, 2017)
Rating 
 
 
4.0
pitcher1pitcher1   December 08, 2016
(Updated: December 08, 2016)
Rating 
 
 
4.0

The material is important and would help fulfill a need not otherwise met by my compliance consultant.

pitcher1pitcher1   May 12, 2016
(Updated: May 12, 2016)
Rating 
 
 
5.0

Very interesting as a complimentary tool to assist in retirement income planning.

pitcher1pitcher1   March 20, 2014
(Updated: March 20, 2014)
Rating 
 
 
4.0

Valuable information

Portfolio Management
pitcher1pitcher1   January 04, 2013
Overall rating 
 
 
2.8
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
2.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
2.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
2.0

Easier to use than dbCAMS but not as robust.

OK until something better comes along.

Portfolio Management
pitcher1pitcher1   October 03, 2012
Overall rating 
 
 
3.0
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Recently replaced by Albridge

Recently replaced by Albridge

pitcher1pitcher1   November 07, 2011
(Updated: November 07, 2011)
Rating 
 
 
4.0

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pitcher1pitcher1   July 11, 2011
(Updated: July 11, 2011)
Rating 
 
 
5.0

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pitcher1pitcher1   May 12, 2011
(Updated: May 12, 2011)
Rating 
 
 
4.0

-

pitcher1pitcher1   May 09, 2011
(Updated: May 09, 2011)
Rating 
 
 
4.0

-

pitcher1pitcher1   February 10, 2011
(Updated: February 10, 2011)
Rating 
 
 
4.0

Very interesting topic but ultimately frustrating since access to the due diligence method is not readily available; a major cost barrier. If it is a superior methodolgy, I would...

Financial Planning
pitcher1pitcher1   February 04, 2011
Overall rating 
 
 
3.8
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

Best planning program used to date.

Will continue to use for forseeable future.

pitcher1pitcher1   August 05, 2010
(Updated: August 05, 2010)
Rating 
 
 
4.0

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pitcher1pitcher1   June 24, 2010
(Updated: June 24, 2010)
Rating 
 
 
5.0

-

ACT
CRM Software
pitcher1pitcher1   April 05, 2010
Overall rating 
 
 
2.2
Company  
 
 
3.0
Software Support  
 
 
2.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
1.0
Security  
 
 
3.0
Pricing 
 
 
4.0

Long time user satisfied but would probably use another product if starting today

NA

Rebalancing
pitcher1pitcher1   March 30, 2010
Overall rating 
 
 
3.2
Trading Features 
 
 
3.0
Reporting 
 
 
4.0
Managing For Tax Efficiency 
 
 
3.0
Household Rebalancing 
 
 
3.0
Tax Loss Harvesting 
 
 
3.0
Trade Order Reconcilliation 
 
 
3.0
Integrations 
 
 
2.0
Security 
 
 
4.0
Training 
 
 
3.0
Support 
 
 
3.0
Pricing 
 
 
4.0

Web-based, affordable with many asset classes, but can be very slow in loading data.

After using the PC version of AllocationMaster for many years, I opted for the web-based version to have access to more asset classes. Unfortunately, the web-based version is not...

pitcher1pitcher1   December 10, 2009
(Updated: December 10, 2009)
Rating 
 
 
4.0

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17 results - showing 1 - 17