Reviews written by kellyw808

2 results - showing 1 - 2  
 
 
Albridge Solutions
Portfolio Management
kellyw808kellyw808   February 04, 2013
Overall rating 
 
 
3.1
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
3.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
2.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
5.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

works well enough

works well enough not to bother changing

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MoneyGuidePro
Financial Planning
kellyw808kellyw808   February 24, 2011
Overall rating 
 
 
4.3
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
5.0

good for goal-based financial planning

integration a little rough - registrations do not flow correctly. but interface is clean and easy

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2 results - showing 1 - 2