Reviews written by terryh770
8 results - showing 1 - 8
4.0 |
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Webinars
4.0 |
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5.0 |
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Financial Planning
terryh770
February 18, 2011
Overall rating
3.7
Company
4.0
Interface
4.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
2.0
Taxes
5.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
Very detailed and does great job of cash flow planning. Not all clients require the level detail,
great cash flow analysis and income tax analysis Requires a lot of data entry and very detailed information. Very detailed. I personally think is...
5.0 |
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Very good. I have been looking for a regular presentation on the economy and the markets that can be used wiht clieints.
5.0 |
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very relevant and much and needed
Portfolio Management
terryh770
November 09, 2009
Overall rating
4.4
Company
5.0
Technology Support
5.0
Reconcilliation
3.0
Financial Institution Interfaces
4.0
Reports
5.0
Fixed Income
5.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
3.0
Security
5.0
Hosting
5.0
Pricing
5.0
Rating of PortfolioCenter
I was originally skeptical of Schwab owning the software, but to this point it has only been beneficial.
CRM Software
terryh770
November 02, 2009
Overall rating
3.5
Company
5.0
Software Support
5.0
Investment Tracking
1.0
Insurance Tracking
3.0
Workflow Management
5.0
Productivity
5.0
Client Portal
1.0
Integration
1.0
Security
4.0
Pricing
5.0
ACT
easy to use, but will duplicate data entry to integrate with Portfolio Management System
8 results - showing 1 - 8
