Reviews written by sven6662

4 results - showing 1 - 4  
 
 
eMoney
Financial Planning
sven6662sven6662   January 12, 2017
Overall rating 
 
 
3.8
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
5.0
Pricing 
 
 
2.0
Monte Carlo Simulation 
 
 
3.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

a very good way to connect with clients

A good product now and improves slowly, but steadily albeit pricey.

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Fritz Meyer Quarterly Economic Update, January 2017 (Two Credits)
Webinars
sven6662sven6662   January 09, 2017
(Updated: January 09, 2017)
5.0
Average Attendee Rating
Poor Average Excellent

1st time listener - exceptional

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A New Approach To Safe Retirement Withdrawal Rates
Webinars
sven6662sven6662   February 14, 2013
(Updated: February 14, 2013)
4.0
Average Attendee Rating
Poor Average Excellent

very technical will take some study

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IAS - PM
Portfolio Management
sven6662sven6662   January 22, 2013
Overall rating 
 
 
3.6
Company 
 
 
3.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
3.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
3.0

We like the '360' back office concept although some parts are better than others.

An enormous package that takes a serious commitment to become proficient. We have been trying to put Humpty Dumpty together again since we left the vertically integrated self-clearing environment and...

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4 results - showing 1 - 4