Reviews written by williamg615
12 results - showing 1 - 12
Portfolio Management
williamg615
June 09, 2011
Overall rating
2.8
Company
3.0
Technology Support
3.0
Reconcilliation
3.0
Financial Institution Interfaces
3.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
2.0
Trading
1.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
4.0
OK.
In my opinion, they have little competition other than certain clearing house proprietary platforms for the price. It's adequate and have no client complaints. They do have a lot of...
Financial Planning
Overall rating
3.8
Company
4.0
Interface
4.0
Integration
4.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
Nearly as powerful as Naviplan Extended but with refinements that make planning quicker.
I looked around this past year at two or three planning software products. None had the detail of planning I am used to with Naviplan Extended. I actually put them...
5.0 |
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CRM Software
williamg615
July 10, 2010
Overall rating
3.4
Company
5.0
Software Support
5.0
Investment Tracking
3.0
Insurance Tracking
4.0
Workflow Management
4.0
Productivity
4.0
Client Portal
1.0
Integration
3.0
Security
3.0
Pricing
2.0
Excellent program. Full featured.
have used this for 20 years. Just switched to Redtail due to more interfacing and lower price.
5.0 |
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good ideas. too much for me to grasp so will have to review the webinar.
Financial Planning
williamg615
June 24, 2010
Overall rating
3.3
Company
4.0
Interface
1.0
Integration
5.0
Pricing
3.0
Monte Carlo Simulation
3.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
1.0
Estate Planning
5.0
Excellent program with steep learning curve. Not perfect. Good support.
I recommend NaviPlan extended to serious planners.
3.0 |
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5.0 |
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Excellent, Andy. It so happens I had finished ready his book last month. Their story sounds so much like mine on spotting the bear and the current rally I feel...
5.0 |
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5.0 |
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5.0 |
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5.0 |
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12 results - showing 1 - 12
