Reviews written by kevink978
10 results - showing 1 - 10
Webinars
5.0 |
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4.0 |
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5.0 |
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4.0 |
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Portfolio Management
kevink978
October 09, 2012
Overall rating
3.9
Company
4.0
Technology Support
4.0
Reconcilliation
5.0
Financial Institution Interfaces
4.0
Reports
5.0
Fixed Income
4.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
4.0
Security
3.0
Hosting
3.0
Pricing
3.0
Works for our practice
Very good a transaction history and performance reporting. Good interface with our custodian as well.
Financial Planning
kevink978
October 09, 2012
Overall rating
2.9
Company
4.0
Interface
3.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
2.0
LTC-College Planning
2.0
Estate Planning
2.0
Limited features
Good basic and quick software for planning
4.0 |
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4.0 |
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10 results - showing 1 - 10
