Reviews written by tryonite

2 results - showing 1 - 2  
 
 
AssetBook
Portfolio Management
tryonitetryonite   March 01, 2013
Overall rating 
 
 
4.0
Company 
 
 
4.0
Technology Support 
 
 
4.0
Reconcilliation 
 
 
5.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
2.0
Integrations 
 
 
4.0
Security 
 
 
5.0
Hosting 
 
 
4.0
Pricing 
 
 
5.0

Perfect for Our Needs

The new version ("Radar") should be coming out any day and will be a big step forward. Not at all tempted by any of the competition.

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MoneyGuidePro
Financial Planning
tryonitetryonite   February 26, 2013
Overall rating 
 
 
3.8
Company 
 
 
5.0
Interface 
 
 
3.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
4.0

Very good cost effective solution.

For someone like myself who has limited experience in financial planning, this program works well. You can get up and running quickly, then gain mastery over time.

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2 results - showing 1 - 2