Reviews written by laurenk949
6 results - showing 1 - 6
Financial Planning
laurenk949
December 14, 2014
Overall rating
3.9
Company
5.0
Interface
4.0
Integration
3.0
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 and still getting better
You need to understand how to set up the plan.
Portfolio Management
laurenk949
October 28, 2014
Overall rating
2.4
Company
3.0
Technology Support
2.0
Reconcilliation
2.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
1.0
Tax Lot Accounting
1.0
Trading
1.0
Integrations
4.0
Security
5.0
Hosting
1.0
Pricing
1.0
Albridge - not a PM system
Albridge is a good aggregator and reporter but look elsewhere if you manage portfolios.
4.0 |
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Rick has a good presentation...but does not intellectually engage.
Webinars
3.0 |
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Webinars
5.0 |
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Webinars
5.0 |
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Some of the slides were very dense...trying to listen and read the slides was hard.
6 results - showing 1 - 6
