Reviews written by Texasadvisor

2 results - showing 1 - 2  
 
 
PortfolioCenter
Portfolio Management
TexasadvisorTexasadvisor   October 15, 2011
Overall rating 
 
 
4.0
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
4.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
4.0

Rock solid.

We really use it because everyone else does.

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MoneyGuidePro
Financial Planning
TexasadvisorTexasadvisor   October 12, 2011
Overall rating 
 
 
4.1
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

Nice and simple.

I think this is the best tool out there. Always have.

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2 results - showing 1 - 2