Reviews written by foxfin
3 results - showing 1 - 3
5.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
Outstanding! I intend to incorporate this tool into my practice immediately.
Portfolio Management
foxfin
December 13, 2013
Overall rating
3.5
Company
4.0
Technology Support
4.0
Reconcilliation
5.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
3.0
Meets my needs and more
Solid software for most smaller financial planning firms.
5.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
You nailed it. Great job. This is a huge opportunity for well positioned advisors!
3 results - showing 1 - 3
