Reviews written by jejoseph1
6 results - showing 1 - 6
5.0 |
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Great information...
5.0 |
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Very detailed. Would have liked more information on exaclty what a life settlement is. He went right into the details.
Portfolio Management
jejoseph1
January 10, 2012
Overall rating
4.4
Company
3.0
Technology Support
4.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
5.0
Tax Lot Accounting
5.0
Trading
5.0
Integrations
5.0
Security
5.0
Hosting
5.0
Pricing
1.0
You get what you pay for...
Good but way too expensive!
5.0 |
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| Poor | Average | Excellent |
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Financial Planning
jejoseph1
January 09, 2012
Overall rating
4.7
Company
5.0
Interface
4.0
Integration
4.0
Pricing
5.0
Monte Carlo Simulation
5.0
Taxes
5.0
Asset Allocation
5.0
LTC-College Planning
5.0
Estate Planning
4.0
Great product. Really changed our office dynamic!
Nothing at this time.
Webinars
5.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
Very informative and well done.
6 results - showing 1 - 6
