Reviews written by rtopping@mycwa.com

16 results - showing 1 - 16  
 
 
rtopping@mycwa.comrtopping@mycwa.com   October 28, 2015
(Updated: October 28, 2015)
Rating 
 
 
4.0

Good but a little too broad.

rtopping@mycwa.comrtopping@mycwa.com   August 24, 2015
(Updated: August 24, 2015)
Rating 
 
 
5.0

Always enjoy Craig's research and thoughts.

rtopping@mycwa.comrtopping@mycwa.com   August 23, 2015
(Updated: August 23, 2015)
Rating 
 
 
5.0

Very Good perspective. Looking forward to hearing Craig Israelsen tomorrow- especially re. asset classes out of favor (commoditie/Nat.Resources).

rtopping@mycwa.comrtopping@mycwa.com   July 30, 2015
(Updated: July 30, 2015)
Rating 
 
 
5.0

Very good but not too applicable to our clientele. Summary of States (showing estate taxes, if any; inheritance taxes, etc. ). Also more information on trade off of...

rtopping@mycwa.comrtopping@mycwa.com   June 11, 2015
(Updated: June 11, 2015)
Rating 
 
 
4.0

Good, early stage for us. We're just starting to use Office 365. We are also just starting to use Skype for conference calls in conjunction with eMoney collaboration....

rtopping@mycwa.comrtopping@mycwa.com   March 17, 2015
(Updated: March 17, 2015)
Rating 
 
 
4.0

First exposure to 365 so it was helpful!

rtopping@mycwa.comrtopping@mycwa.com   April 03, 2014
(Updated: April 03, 2014)
Rating 
 
 
5.0

Always enjoy Craig Israelsen . Missed first part as I had a hard time logging on.

Financial Planning
rtopping@mycwa.comrtopping@mycwa.com   May 10, 2013
Overall rating 
 
 
3.6
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Good option

Good option

Portfolio Management
rtopping@mycwa.comrtopping@mycwa.com   May 10, 2013
Overall rating 
 
 
3.6
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Good value

Good value

rtopping@mycwa.comrtopping@mycwa.com   May 09, 2013
(Updated: May 09, 2013)
Rating 
 
 
5.0

Very good. We use this approach but with variations.

rtopping@mycwa.comrtopping@mycwa.com   December 10, 2012
(Updated: December 10, 2012)
Rating 
 
 
5.0

-

rtopping@mycwa.comrtopping@mycwa.com   April 09, 2012
(Updated: April 09, 2012)
Rating 
 
 
4.0

Good input and perspective

rtopping@mycwa.comrtopping@mycwa.com   August 11, 2011
(Updated: August 11, 2011)
Rating 
 
 
5.0

Helpful. Knew that basics but pick up a few tidbits. Thanks!

rtopping@mycwa.comrtopping@mycwa.com   August 08, 2011
(Updated: August 08, 2011)
Rating 
 
 
5.0

-

rtopping@mycwa.comrtopping@mycwa.com   July 16, 2009
(Updated: July 16, 2009)
Rating 
 
 
4.0

Good input and perspective

rtopping@mycwa.comrtopping@mycwa.com   November 30, -1
Rating 
 
 
4.0

Good, early stage for us. We're just starting to use Office 365. We are also just starting to use Skype for conference calls in conjunction with eMoney collaboration....

16 results - showing 1 - 16