Reviews written by integra

3 results - showing 1 - 3  
 
 
The 2012 401(k) Opportunity For Advisors: What's Changed, Why Now
Webinars
integraintegra   January 12, 2012
(Updated: January 12, 2012)
5.0
Average Attendee Rating
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Overall great information.

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PortfolioCenter
Portfolio Management
integraintegra   December 14, 2010
Overall rating 
 
 
3.9
Company 
 
 
4.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
5.0
Hosting 
 
 
4.0
Pricing 
 
 
2.0

Highly technical, must be wiling to rollup your sleves and do the front end work

I would recommended Portfolio Center to any advisor looking for a portfolio management solution. Technical support call center is very knowledgable and helpful.

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Silver Financial Planner
Financial Planning
integraintegra   November 12, 2010
Overall rating 
 
 
3.3
Company 
 
 
5.0
Interface 
 
 
1.0
Integration 
 
 
1.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
1.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
5.0

Great for an up-start advisor who needs to manage costs. Allows you to look and be professional.

Great for a beginning advisor who is managing costs. The program allows you to present some important casework to get a realtionship started. It allows you to present...

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3 results - showing 1 - 3