Reviews written by benjwa
11 results - showing 1 - 11
Webinars
4.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
5.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
Portfolio Management
benjwa
July 24, 2010
Overall rating
4.0
Company
4.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
4.0
Integrations
4.0
Security
4.0
Hosting
4.0
Pricing
4.0
Does the job!
Does the job.
Financial Planning
benjwa
March 24, 2010
Overall rating
3.7
Company
5.0
Interface
4.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
3.0
State of the art!
Strikes a reasonable balance between depth and usability.
CRM Software
benjwa
February 18, 2010
Overall rating
3.9
Company
4.0
Software Support
5.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
4.0
Productivity
5.0
Client Portal
4.0
Integration
3.0
Security
4.0
Pricing
4.0
Good product
Useful
11 results - showing 1 - 11
