Reviews written by stevenp719

Modern Portfolio Theory Is Alive And Well And Here's How To Use It Right Now

Webinars

stevenp719 February 17, 2011
(Updated: February 17, 2011)

4.0
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The History Of Manager Due Diligence And Where We Went Wrong

Webinars

stevenp719 February 10, 2011
(Updated: February 10, 2011)

3.0
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New Law Means Advisors Must Battle Client Indifference To Estate Planning

Webinars

stevenp719 January 27, 2011
(Updated: January 27, 2011)

3.0
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The Death Of Buy & Hold Has Been Greatly Exaggerated

Webinars

stevenp719 January 06, 2011
(Updated: January 06, 2011)

3.0
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OK

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NaviPlan Extended

Financial Planning

stevenp719 December 22, 2010

Overall rating

3.2

Company

4.0

Interface

4.0

Integration

4.0

Pricing

2.0

Monte Carlo Simulation

3.0

Taxes

4.0

Asset Allocation

2.0

LTC-College Planning

3.0

Estate Planning

3.0

Marginal use, I don't do much Financial planning

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Advent Axys

Portfolio Management

stevenp719 December 21, 2010

Overall rating

3.8

Company

5.0

Technology Support

4.0

Reconcilliation

4.0

Financial Institution Interfaces

4.0

Reports

4.0

Fixed Income

3.0

Tax Lot Accounting

4.0

Trading

4.0

Integrations

4.0

Security

4.0

Hosting

3.0

Pricing

3.0

MOXY Rocks

Great System.

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2011 Compliance Planning

Webinars

stevenp719 December 16, 2010
(Updated: December 16, 2010)

4.0
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