Reviews written by Brad_H

2 results - showing 1 - 2  
 
 
Silver Financial Planner
Financial Planning
Brad_HBrad_H   August 04, 2012
Overall rating 
 
 
3.9
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
4.0

Easy Input, Good configurable reports, What-Ifs are very useful

I've used it for 5 years and I am very happy with it. It has been improved with the What-If analysis.

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The New Form ADV Part 2
Webinars
Brad_HBrad_H   November 11, 2010
(Updated: November 11, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Great Presentation. Gave a nice overview of the new requirements and some pitfalls to avoid.

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2 results - showing 1 - 2