Reviews written by eroemer
8 results - showing 1 - 8
5.0 |
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| Average Attendee Rating | ||
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Bob did a great job!
Portfolio Management
eroemer
December 01, 2012
Overall rating
3.1
Company
2.0
Technology Support
2.0
Reconcilliation
4.0
Financial Institution Interfaces
3.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
3.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
2.0
Axys is okay
Overall 3 stars
Webinars
4.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
Very helpful in understanding the surtaxes. Do you know of anyone that has created a calculator to assess if the surtax is applicable and subsequently the extra tax that...
4.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
Informative sheds light on the fact I need to start acting now versus the end of the year to conduct tax planning
Financial Planning
eroemer
February 08, 2012
Overall rating
3.5
Company
3.0
Interface
4.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
2.0
Once you understand it, it works okay
Importing of data is easy, but there is a long learning curve to understand the nuances.
CRM Software
eroemer
September 30, 2010
Overall rating
2.8
Company
3.0
Software Support
2.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
4.0
Productivity
4.0
Client Portal
2.0
Integration
3.0
Security
3.0
Pricing
5.0
Overall Good
See above
Webinars
5.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
I learned a few new things such as the potential for the SEC to raise the minumum assets under management to $100,000,000 to be registered with them
8 results - showing 1 - 8
