Reviews written by holtby

2 results - showing 1 - 2  
 
 
NaviPlan Extended
Financial Planning
holtbyholtby   September 26, 2013
Overall rating 
 
 
5.0
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
5.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
5.0
Estate Planning 
 
 
5.0

fp for clients

makes life easier for clients

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PortfolioCenter
Portfolio Management
holtbyholtby   September 26, 2013
Overall rating 
 
 
4.8
Company 
 
 
4.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
5.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
5.0
Integrations 
 
 
4.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
5.0

Port Center fits all needs

Use it.

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2 results - showing 1 - 2