Reviews written by schul123

2 results - showing 1 - 2  
 
 
PortfolioCenter
Portfolio Management
schul123schul123   December 12, 2011
Overall rating 
 
 
3.6
Company 
 
 
4.0
Technology Support 
 
 
2.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
4.0
Tax Lot Accounting 
 
 
5.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
1.0

Best available!

Great product but price is a bit much for what you get.

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MoneyGuidePro
Financial Planning
schul123schul123   December 12, 2011
Overall rating 
 
 
5.0
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
5.0
Pricing 
 
 
5.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
5.0
Estate Planning 
 
 
5.0

Great product!

Great product that we use for are fee based clients.

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2 results - showing 1 - 2