Reviews written by Tom

6 results - showing 1 - 6  
 
 
TomTom   March 08, 2012
(Updated: March 08, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

Very high level of information combined with a very good presentation style.

TomTom   January 13, 2011
(Updated: January 13, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

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Portfolio Management
TomTom   November 05, 2010
Overall rating 
 
 
3.3
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
4.0

Good basic software with some import problems

Frustration with import problems has caused us to start looking at alternatives.

Financial Planning
TomTom   September 28, 2010
Overall rating 
 
 
3.7
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
2.0

Easy to use planning program

Data entry is simple and relatively quick

TomTom   February 25, 2010
(Updated: February 25, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

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6 results - showing 1 - 6