Reviews written by indexer

3 results - showing 1 - 3  
 
 
PortfolioCenter
Portfolio Management
indexerindexer   December 13, 2011
Overall rating 
 
 
3.8
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Gets everything done at a fair price. Like the graphics

Very reliable. Continually updated. Especially like the graphics.

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MoneyGuidePro
Financial Planning
indexerindexer   December 13, 2011
Overall rating 
 
 
4.1
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Easy to use and a time saver. Love that it is web based

Switched from Naviplan and couldn't be happer. Clients love the output

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Monthly Economic Update And Investment Outlook From Fritz Meyer For December 2011
Webinars
indexerindexer   December 12, 2011
(Updated: December 12, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

Excellent material, but it went on for too long.

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3 results - showing 1 - 3