Reviews written by markstempel

5 results - showing 1 - 5  
 
 
markstempelmarkstempel   September 27, 2017
(Updated: September 27, 2017)
Rating 
 
 
5.0

great

markstempelmarkstempel   October 28, 2015
(Updated: October 28, 2015)
Rating 
 
 
5.0

Excellent

markstempelmarkstempel   November 20, 2014
(Updated: November 20, 2014)
Rating 
 
 
5.0

-

Financial Planning
markstempelmarkstempel   August 07, 2012
Overall rating 
 
 
3.5
Company 
 
 
3.0
Interface 
 
 
4.0
Integration 
 
 
5.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Not so easy to use

Prefer excel spreadsheet.

Portfolio Management
markstempelmarkstempel   August 07, 2012
Overall rating 
 
 
3.7
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
3.0
Hosting 
 
 
4.0
Pricing 
 
 
4.0

Best for the money

Great with FSS

5 results - showing 1 - 5