Reviews written by angelm720
3 results - showing 1 - 3
Portfolio Management
angelm720
December 15, 2011
Overall rating
3.1
Company
4.0
Technology Support
4.0
Reconcilliation
3.0
Financial Institution Interfaces
3.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
2.0
For the money, I expected this to be better.
I think that the subscription is way too expensive, but I like the integration of the modules.
Financial Planning
angelm720
January 05, 2011
Overall rating
4.5
Company
5.0
Interface
5.0
Integration
5.0
Pricing
4.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
Clients like the ability to quickly see alternatives.
It took a while to learn which of the many report options would be best to present to my clients, but now that I have that that figured out, the...
CRM Software
angelm720
October 31, 2009
Overall rating
4.0
Company
5.0
Software Support
5.0
Investment Tracking
5.0
Insurance Tracking
2.0
Workflow Management
5.0
Productivity
3.0
Client Portal
1.0
Integration
5.0
Security
4.0
Pricing
5.0
Great for independent advisors - includes really good portfolio management
I am not familiar with the Advisor Assistant features to track any insurance products. The rating system did not provide an option for "unknown."
3 results - showing 1 - 3
