Reviews written by Dick Havican

3 results - showing 1 - 3  
 
 
Portfolio Management
Dick HavicanDick Havican   November 12, 2012
Overall rating 
 
 
3.4
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Albridge

Good

Financial Planning
Dick HavicanDick Havican   February 21, 2012
Overall rating 
 
 
3.3
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Good

Switched to eMoney

CRM Software
Dick HavicanDick Havican   October 22, 2010
Overall rating 
 
 
3.3
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
4.0
Insurance Tracking  
 
 
2.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
4.0
Security  
 
 
4.0
Pricing 
 
 
4.0

Works Great

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3 results - showing 1 - 3