Reviews written by ACudzewicz
6 results - showing 1 - 6
Portfolio Management
ACudzewicz
May 25, 2011
Overall rating
4.0
Company
4.0
Technology Support
5.0
Reconcilliation
4.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
5.0
Trading
2.0
Integrations
5.0
Security
5.0
Hosting
3.0
Pricing
3.0
PortfolioCenter full featured Portfolio Management System.
Very capable, solid portfolio management system.
2.0 |
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Not very helpful to me. I don't use Microsoft Outlook.
4.0 |
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Financial Planning
ACudzewicz
July 10, 2010
Overall rating
3.9
Company
5.0
Interface
3.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
MoneyGuidePro is a full featured Financial Planning tool, one of the best I have used.
Overall, MoneyGuidePro is well designed.
3.0 |
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5.0 |
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I'm a CPA (not CFP) but I still need CE credit. Is there a way to get CE credit even though I don't have a CFP number?
6 results - showing 1 - 6
