Reviews written by Paul@EWM
7 results - showing 1 - 7
4.0 |
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Account Aggregation
Paul@EWM
October 08, 2010
Overall rating
2.2
Breadth Of Data Aggregated
3.0
Advisor Dashboard
2.0
Client Dashboard
2.0
Overall Data Quality
3.0
Investment Data Quality
3.0
Bank Account And Other Asset Data Quality
2.0
Insurance Policy Data Quality
2.0
Credit Card Data Quality
2.0
Other Liabilities Data Quality
2.0
Portfolio Accounting Integration
3.0
Financial Planning Integration
3.0
CRM Integration
3.0
Data Scrubbing
2.0
Security
2.0
Training
1.0
Support
1.0
Pricing
1.0
CashEdge is awful
See Above
Financial Planning
Paul@EWM
January 16, 2010
Overall rating
3.6
Company
4.0
Interface
5.0
Integration
2.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
3.0
Great Planning Software, frequent partner intergration issues.
For some reason, one cannot limit which accounts are used in the inclusion of the Goals Plan asset allocation. The separate Asset Allocation plan allows this. The issue...
Paul@EWM
October 15, 2009
3.0 |
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Good Idea, thin on resources.
Good Idea, but it's very thin on resources at this early stage. Paul.
Paul@EWM
September 17, 2009
4.0 |
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A good example for use with clients
A good example for use with clients.
Practice Management
Paul@EWM
September 16, 2009
5.0 |
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Very useful links
YouSendIt has solved the problem of the 'hassle' of sending secure documents via email to clients. It is not necessary to password protect these as the 'links' die after...
3.0 |
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Practice it. The topic was good, but the presentation could have been improved.
7 results - showing 1 - 7
