Reviews written by stephenw585
5 results - showing 1 - 5
4.0 |
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| Average Attendee Rating | ||
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Lots of good ideas. Especially about fine tuning your online identity.
Portfolio Management
stephenw585
June 17, 2010
Overall rating
3.2
Company
2.0
Technology Support
1.0
Reconcilliation
4.0
Financial Institution Interfaces
5.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
2.0
Trading
1.0
Integrations
5.0
Security
4.0
Hosting
5.0
Pricing
3.0
A good tool, if limited
I have found the system close enough to what I really want that I have not been motivated to look seriously at another system in the 9 years I have...
Webinars
4.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
Helpful information and good perspective
Financial Planning
stephenw585
June 07, 2010
Overall rating
3.6
Company
5.0
Interface
3.0
Integration
5.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
2.0
Combines cash flow and goals in one platform - outstanding support
I am also a big believer in hosted solutions, so local applications don't get a lot of scrutiny from me.
CRM Software
stephenw585
December 21, 2009
Overall rating
2.5
Company
3.0
Software Support
2.0
Investment Tracking
2.0
Insurance Tracking
3.0
Workflow Management
1.0
Productivity
3.0
Client Portal
1.0
Integration
2.0
Security
4.0
Pricing
4.0
Good functionality if a little slow and clumsy
Once you figure the system out, it has what you need. Having an enterprise installation on a web application means I can manage relationships using multiple staff from wherever...
5 results - showing 1 - 5
