Reviews written by paulh858

5 results - showing 1 - 5  
 
 
PortfolioCenter
Portfolio Management
paulh858paulh858   October 29, 2013
Overall rating 
 
 
3.5
Company 
 
 
4.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
3.0
Security 
 
 
3.0
Hosting 
 
 
3.0
Pricing 
 
 
2.0

The granddaddy of portfolio management.

We like Portfolio Center.

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MoneyGuidePro
Financial Planning
paulh858paulh858   October 28, 2013
Overall rating 
 
 
4.2
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
5.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Excellent planning tool.

none

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August 2011 Economy Update From Fritz Meyer
Webinars
paulh858paulh858   August 08, 2011
(Updated: August 08, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

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Harold Evensky On What's New In Wealth Management
Webinars
paulh858paulh858   July 28, 2011
(Updated: July 28, 2011)
5.0
Average Attendee Rating
Poor Average Excellent

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Employment Law & Social Media: What Advisory Firm Owners Need To Know
Webinars
paulh858paulh858   March 10, 2011
(Updated: March 10, 2011)
3.0
Average Attendee Rating
Poor Average Excellent

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5 results - showing 1 - 5