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Reviews written by j2capital

2 results - showing 1 - 2  
 
 
Orion Advisor Services
Portfolio Management
j2capitalj2capital   October 27, 2012
Overall rating 
 
 
2.5
Company 
 
 
3.0
Technology Support 
 
 
2.0
Reconcilliation 
 
 
3.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
2.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
1.0
Integrations 
 
 
2.0
Security 
 
 
4.0
Hosting 
 
 
2.0
Pricing 
 
 
3.0

They put out a nice product. Service is slipping however.

See above.

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MoneyGuidePro
Financial Planning
j2capitalj2capital   June 21, 2012
Overall rating 
 
 
3.3
Company 
 
 
3.0
Interface 
 
 
3.0
Integration 
 
 
4.0
Pricing 
 
 
2.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
3.0

easy to use

we do not use fp software that often.

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2 results - showing 1 - 2