Reviews written by foothillplanner
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Great as usual!
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This was great format for understanding the complexities of insurance planning. Thank you!
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It is always great to be reminded of the blowhards!
4.0 |
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Webinars
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This was the best presentation I have attended explaining the Cloud!!!
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5.0 |
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Great subject matter and presentation!!!
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Webinars
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Portfolio Management
foothillplanner
January 11, 2013
Overall rating
4.8
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
5.0
Tax Lot Accounting
4.0
Trading
5.0
Integrations
4.0
Security
5.0
Hosting
5.0
Pricing
5.0
Started with Centerpiece and am happy I stayed!
Great way to keep on top of client account activity.
Financial Planning
foothillplanner
January 11, 2013
Overall rating
4.0
Company
5.0
Interface
4.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
This is the best planning software available today that meets my needs.
After using a cash flow based planning software I switched to MoneyGuide and didn't look back!
5.0 |
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5.0 |
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5.0 |
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Webinars
5.0 |
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5.0 |
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5.0 |
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5.0 |
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5.0 |
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Webinars
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5.0 |
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Webinars
5.0 |
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This was GREAT!!! I'd sure like more of this kind of discussion versus industry sponsered fluff!!
5.0 |
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5.0 |
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