Reviews written by investdr

2 results - showing 1 - 2  
 
 
Portfolio Management
investdrinvestdr   September 22, 2012
Overall rating 
 
 
2.6
Company 
 
 
2.0
Technology Support 
 
 
1.0
Reconcilliation 
 
 
1.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
1.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Not Worth Any Money

Just bad overall.

Financial Planning
investdrinvestdr   October 31, 2009
Overall rating 
 
 
4.1
Company 
 
 
3.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
5.0
Estate Planning 
 
 
5.0

Amazing

na

2 results - showing 1 - 2