Reviews written by imacfp

7 results - showing 1 - 7  
 
 
Portfolio Management
imacfpimacfp   June 11, 2012
Overall rating 
 
 
3.0
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
1.0
Integrations 
 
 
3.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Fair for price.

Interfaces are good, report features are set and you better like them. We had a request for a report that we used frequently with Black Diamond when reviewing with...

imacfpimacfp   September 30, 2010
(Updated: September 30, 2010)
Rating 
 
 
5.0

Good info, timely as we begin scheduling reviews with CPA's next month.

Financial Planning
imacfpimacfp   February 24, 2010
Overall rating 
 
 
3.5
Company 
 
 
3.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Efficient if used daily

Cumbersome system with a steep learning curve.

imacfpimacfp   February 04, 2010
(Updated: February 04, 2010)
Rating 
 
 
5.0

-

CRM Software
imacfpimacfp   January 11, 2010
Overall rating 
 
 
3.6
Company  
 
 
4.0
Software Support  
 
 
4.0
Investment Tracking  
 
 
2.0
Insurance Tracking  
 
 
3.0
Workflow Management  
 
 
5.0
Productivity  
 
 
5.0
Client Portal  
 
 
2.0
Integration  
 
 
3.0
Security  
 
 
3.0
Pricing 
 
 
5.0

Priceless in our office

The SQL version is even better, less maintenance, also crystal reporting is now available for all users. This is not an investment tracking software of any sort. This...

imacfpimacfp   January 07, 2010
(Updated: January 07, 2010)
Rating 
 
 
4.0

-

imacfpimacfp   October 29, 2009
(Updated: October 29, 2009)
Rating 
 
 
4.0

Good information. Condense and do more frequently.

7 results - showing 1 - 7