Reviews written by fredc301
3.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
Very timely as usual
3.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Webinars
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
3.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
3.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
3.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Webinars
3.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
3.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
3.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
3.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
Portfolio Management
fredc301
October 18, 2010
Overall rating
3.0
Company
4.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
4.0
Reports
3.0
Fixed Income
2.0
Tax Lot Accounting
3.0
Trading
2.0
Integrations
3.0
Security
3.0
Hosting
2.0
Pricing
2.0
Schwab PortfolioCenter
A 20 year user of the program
Financial Planning
fredc301
October 16, 2010
Overall rating
3.6
Company
5.0
Interface
3.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
5.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
2.0
Excellent program
Very efficient and client friendly
CRM Software
fredc301
October 16, 2010
Overall rating
3.1
Company
3.0
Software Support
4.0
Investment Tracking
2.0
Insurance Tracking
2.0
Workflow Management
5.0
Productivity
4.0
Client Portal
2.0
Integration
3.0
Security
3.0
Pricing
3.0
Comprehensive but long learning curve
Cannot envision the firm without it
5.0 |
||
| Average Attendee Rating | ||
| Poor | Average | Excellent |
-
