Reviews written by eroemer

8 results - showing 1 - 8  
 
 
eroemereroemer   January 22, 2015
(Updated: January 22, 2015)
Rating 
 
 
5.0

Bob did a great job!

Portfolio Management
eroemereroemer   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

eroemereroemer   August 02, 2012
(Updated: August 02, 2012)
Rating 
 
 
4.0

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...

eroemereroemer   March 08, 2012
(Updated: March 08, 2012)
Rating 
 
 
4.0

Informative sheds light on the fact I need to start acting now versus the end of the year to conduct tax planning

Financial Planning
eroemereroemer   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.

ACT
CRM Software
eroemereroemer   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

eroemereroemer   October 29, 2009
(Updated: October 29, 2009)
Rating 
 
 
5.0

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