Reviews written by bramsay
2 results - showing 1 - 2
Client Communications
bramsay
September 11, 2009
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
blog on
Very useful info for advisors, looking forward to finding some great posts on other blogs
Financial Planning
bramsay
September 11, 2009
Overall rating
3.5
Company
4.0
Interface
2.0
Integration
2.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
5.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
3.0
Naviplan Extended- the most robust (for now)
We don't use the estate planning functionality. I gave it three stars because I had to put in a rating, and I haven't done enough research on other systems to...
2 results - showing 1 - 2
