Reviews written by FeeOnlyGuy
8 results - showing 1 - 8
Portfolio Management
FeeOnlyGuy
July 17, 2012
Overall rating
3.7
Company
3.0
Technology Support
3.0
Reconcilliation
3.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
4.0
Trading
4.0
Integrations
5.0
Security
3.0
Hosting
4.0
Pricing
3.0
OK
Just OK for me.
Financial Planning
FeeOnlyGuy
February 13, 2012
Overall rating
3.0
Company
4.0
Interface
3.0
Integration
1.0
Pricing
4.0
Monte Carlo Simulation
3.0
Taxes
2.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
2.0
Okay for me
Use it frequently
4.0 |
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Webinars
5.0 |
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Great recap and introduction of some new ideas
Webinars
4.0 |
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Good overview
4.0 |
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Webinars
5.0 |
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CRM Software
FeeOnlyGuy
November 02, 2009
Overall rating
4.3
Company
4.0
Software Support
5.0
Investment Tracking
4.0
Insurance Tracking
4.0
Workflow Management
5.0
Productivity
4.0
Client Portal
4.0
Integration
4.0
Security
5.0
Pricing
4.0
They've thought of just about everything
Pleased so far.
8 results - showing 1 - 8
