Reviews written by miram650
6 results - showing 1 - 6
5.0 |
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4.0 |
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Portfolio Management
miram650
August 15, 2012
Overall rating
3.1
Company
4.0
Technology Support
4.0
Reconcilliation
3.0
Financial Institution Interfaces
3.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
2.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
2.0
Too expensive.
If the price were lower, would consider purchasing it.
Financial Planning
miram650
August 17, 2011
Overall rating
3.3
Company
4.0
Interface
3.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Great for clients still in their accumulation phase.
Some of the input buttons are not intuitive but a call into technical support usually resolves any confusion. Once you've entered in a couple of plans, the data entry...
5.0 |
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One of the better ones.
5.0 |
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Timely Information
6 results - showing 1 - 6
