Reviews written by GRobert376
5.0 |
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Excellent. Need these reminders each month!
5.0 |
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Great! There was some new stuff that was very helpful
5.0 |
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Great
5.0 |
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5.0 |
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4.0 |
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Good information but presentation was a bit weak. Would love to get a copy of the slides to study a little more.
5.0 |
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3.0 |
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I really didn't get a sense of how his software is much different from what is already out there. The concepts were somewhat "old hat"
Portfolio Management
GRobert376
January 17, 2012
Overall rating
3.9
Company
4.0
Technology Support
4.0
Reconcilliation
3.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
4.0
Integrations
4.0
Security
4.0
Hosting
4.0
Pricing
4.0
Very good
Good program
Financial Planning
GRobert376
January 11, 2012
Overall rating
4.0
Company
4.0
Interface
4.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
Just getting started
Just getting started
4.0 |
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Very good as usual but started late. I have a very, very tight schedule and had to leave before the seminar was over because of the late start....
