Reviews written by hylndr

2 results - showing 1 - 2  
 
 
Golden Years
Financial Planning
hylndrhylndr   February 17, 2013
Overall rating 
 
 
4.1
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Solid cash-flow based planning software.

I started with Golden Years and its predecessors and the renewal costs, ongoing upgrades and built-in tax simulation are positive factors that have kept me from switching to other providers....

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Total Rebalance Expert
Rebalancing
hylndrhylndr   September 14, 2011
Overall rating 
 
 
4.8
Trading Features 
 
 
5.0
Reporting 
 
 
5.0
Managing For Tax Efficiency 
 
 
5.0
Household Rebalancing 
 
 
5.0
Tax Loss Harvesting 
 
 
5.0
Trade Order Reconcilliation 
 
 
3.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Training 
 
 
5.0
Support 
 
 
5.0
Pricing 
 
 
5.0

Very cost-effective, holistic tool for automating a core function

Very cost-effective, holistic tool for automating a core function

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2 results - showing 1 - 2