Reviews written by donaldw317
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Excellent!
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Webinars
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Top notch presentation and content
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Great presentation. Poor time management.
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Portfolio Management
donaldw317
May 19, 2011
Overall rating
4.3
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
3.0
Reports
5.0
Fixed Income
4.0
Tax Lot Accounting
5.0
Trading
4.0
Integrations
3.0
Security
5.0
Hosting
3.0
Pricing
4.0
Top product for advisors of all levels
Have used this for years and never had any significant problems
Financial Planning
donaldw317
May 12, 2011
Overall rating
2.7
Company
4.0
Interface
4.0
Integration
1.0
Pricing
3.0
Monte Carlo Simulation
1.0
Taxes
2.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Devil in the details
According to the programers, the output is "mathematically correct" but you need to be careful and double check the output to make sure it is user freindly.
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Webinars
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Don't stop collecting the data!
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Webinars
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