Reviews written by TomDavison

3 results - showing 1 - 3  
 
 
2018 Year-End Tax Guidance For Investment Advisers
Webinars
TomDavisonTomDavison   September 19, 2018
4.0
Average Attendee Rating
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PortfolioCenter
Portfolio Management
TomDavisonTomDavison   February 25, 2014
Overall rating 
 
 
4.0
Company 
 
 
4.0
Technology Support 
 
 
5.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
5.0
Reports 
 
 
5.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
3.0
Trading 
 
 
4.0
Integrations 
 
 
4.0
Security 
 
 
4.0
Hosting 
 
 
4.0
Pricing 
 
 
3.0

solid product

A trusted solution

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NaviPlan Extended
Financial Planning
TomDavisonTomDavison   February 07, 2014
Overall rating 
 
 
3.7
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
1.0
Monte Carlo Simulation 
 
 
5.0
Taxes 
 
 
5.0
Asset Allocation 
 
 
5.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

cashflow driven.

You could use a lighter weight program for clients a ways away from retirement, and switch to naviplan for the careful analysis of retirement as they get closer. ...

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3 results - showing 1 - 3