Reviews written by calman
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Great insight into some of the leading planning tools available.
5.0 |
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Great as always. Need more time for Q&A
Webinars
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Webinars
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4.0 |
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Great
4.0 |
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Great
5.0 |
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Always good.
3.0 |
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It was okay. I expected it to be a little more in-depth. It mainly covered very basic strategies that are already discussed frequently on the web.
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Portfolio Management
calman
September 05, 2014
Overall rating
3.0
Company
3.0
Technology Support
3.0
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
3.0
Overall, it's good. It's a little old and clunky, but gets the job done.
Not the most intuitive
5.0 |
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Great webinar. Ran a little too long, but the content was terrific as usual.
Financial Planning
calman
August 08, 2014
Overall rating
3.8
Company
4.0
Interface
4.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
5.0
LTC-College Planning
4.0
Estate Planning
3.0
Easy to use. Pretty steep learning curve, but support staff is great! Some bugs in the system.
Great support, lots of flexibility, steep but friendly learning curve, and mediocre reports. It gets the job done.
Financial Planning
calman
August 08, 2014
Overall rating
1.8
Company
2.0
Interface
2.0
Integration
3.0
Pricing
2.0
Monte Carlo Simulation
2.0
Taxes
2.0
Asset Allocation
1.0
LTC-College Planning
1.0
Estate Planning
1.0
Very robust, many functions broken & require workarounds which make you question its accuracy
Stay away for now.
5.0 |
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5.0 |
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Great insight.
5.0 |
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5.0 |
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Portfolio Management
calman
August 12, 2013
Overall rating
2.7
Company
4.0
Technology Support
2.0
Reconcilliation
4.0
Financial Institution Interfaces
2.0
Reports
2.0
Fixed Income
3.0
Tax Lot Accounting
2.0
Trading
1.0
Integrations
1.0
Security
5.0
Hosting
4.0
Pricing
2.0
IAS- Not your best friend.
Don't bother with it. More pain and headaches than it's worth.
