Reviews written by Dave Shore
5 results - showing 1 - 5
Rebalancing
Overall rating
2.3
Trading Features
2.0
Reporting
1.0
Managing For Tax Efficiency
3.0
Household Rebalancing
1.0
Tax Loss Harvesting
3.0
Trade Order Reconcilliation
1.0
Integrations
1.0
Security
5.0
Training
3.0
Support
2.0
Pricing
3.0
Clunky Beta Software
Not a fit for us. RESPONSE FROM VENDOR: There is no software that is right for every company. The one correct...
Rebalancing
Dave Shore
March 02, 2011
Overall rating
4.8
Trading Features
5.0
Reporting
4.0
Managing For Tax Efficiency
5.0
Household Rebalancing
5.0
Tax Loss Harvesting
5.0
Trade Order Reconcilliation
5.0
Integrations
5.0
Security
5.0
Training
5.0
Support
5.0
Pricing
4.0
Very Powerful Partner
This is what rebalancing software out to be. Note - we use models, are mostly passive and care alot about tax efficiency. Don't know as much how this...
Portfolio Management
Dave Shore
March 02, 2011
Overall rating
3.9
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
2.0
Tax Lot Accounting
5.0
Trading
1.0
Integrations
3.0
Security
5.0
Hosting
2.0
Pricing
5.0
Amazing effort that has slipped into the background. Outsource
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4.0 |
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Webinars
2.0 |
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I appreciate his trying to keep us informed. I just don't find this info that interesting or applicable.
5 results - showing 1 - 5
