Reviews written by Rambler

98 results - showing 76 - 98  
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RamblerRambler   September 19, 2013
(Updated: September 19, 2013)
5.0
Average Attendee Rating
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Lots of great information, but done at a very good and relaxed pace. Easy to follow. Great real examples.

RamblerRambler   September 09, 2013
(Updated: September 09, 2013)
2.0
Average Attendee Rating
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Holy cow... there were points in this presentation where I was completely lost (flipping between slides really added to the confusion). There is a LOT of information here ...

RamblerRambler   August 15, 2013
(Updated: August 15, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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Financial Planning
RamblerRambler   August 15, 2013
Overall rating 
 
 
2.8
Company 
 
 
4.0
Interface 
 
 
3.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
2.0
Estate Planning 
 
 
2.0

Best program out there

Has improved over the years.

RamblerRambler   August 08, 2013
(Updated: August 08, 2013)
5.0
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Poor Average Excellent

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RamblerRambler   August 01, 2013
(Updated: August 01, 2013)
5.0
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RamblerRambler   June 27, 2013
(Updated: June 27, 2013)
4.0
Average Attendee Rating
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RamblerRambler   June 13, 2013
(Updated: June 13, 2013)
5.0
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Great. .

RamblerRambler   May 02, 2013
(Updated: May 02, 2013)
5.0
Average Attendee Rating
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RamblerRambler   April 04, 2013
(Updated: April 04, 2013)
5.0
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RamblerRambler   March 28, 2013
(Updated: March 28, 2013)
5.0
Average Attendee Rating
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RamblerRambler   February 14, 2013
(Updated: February 14, 2013)
4.0
Average Attendee Rating
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RamblerRambler   January 07, 2013
(Updated: January 07, 2013)
5.0
Average Attendee Rating
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RamblerRambler   December 13, 2012
(Updated: December 13, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

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RamblerRambler   November 08, 2012
(Updated: November 08, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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RamblerRambler   October 04, 2012
(Updated: October 04, 2012)
5.0
Average Attendee Rating
Poor Average Excellent

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RamblerRambler   May 10, 2012
(Updated: May 10, 2012)
4.0
Average Attendee Rating
Poor Average Excellent

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RamblerRambler   April 07, 2011
(Updated: April 07, 2011)
4.0
Average Attendee Rating
Poor Average Excellent

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RamblerRambler   January 20, 2011
(Updated: January 20, 2011)
3.0
Average Attendee Rating
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RamblerRambler   October 21, 2010
(Updated: October 21, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Great

Portfolio Management
RamblerRambler   January 13, 2010
Overall rating 
 
 
3.6
Company 
 
 
5.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
2.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
5.0

Good and continuous upgrades - keeps getting better

Very good application, plus pricing is great when you consider you get better than Princpia reporting.

RamblerRambler   October 15, 2009
(Updated: October 15, 2009)
2.0
Average Attendee Rating
Poor Average Excellent

15 minutes in I wasn't hearing anything worth hanging around for. After 15 minutes the message was "have a business plan." Sorry, too much data that didn't add...

RamblerRambler   May 14, 2009
(Updated: May 14, 2009)
3.0
Average Attendee Rating
Poor Average Excellent

Start on time and END on time. Be CONSIDERATE of those who show up on time!

98 results - showing 76 - 98  
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