Reviews written by markstempel

11 results - showing 1 - 11  
 
 
markstempelmarkstempel   May 25, 2022
10
Average Attendee Rating
Poor Average Excellent

Great

markstempelmarkstempel   January 12, 2022
10
Average Attendee Rating
Poor Average Excellent

Excellent

markstempelmarkstempel   December 14, 2021
10
Average Attendee Rating
Poor Average Excellent

Great

markstempelmarkstempel   November 17, 2021
10
Average Attendee Rating
Poor Average Excellent

great

markstempelmarkstempel   October 20, 2021
10
Average Attendee Rating
Poor Average Excellent

Great

markstempelmarkstempel   September 22, 2021
10
Average Attendee Rating
Poor Average Excellent

Great

markstempelmarkstempel   September 27, 2017
(Updated: September 27, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

great

markstempelmarkstempel   October 28, 2015
(Updated: October 28, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent

markstempelmarkstempel   November 20, 2014
(Updated: November 20, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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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

11 results - showing 1 - 11