Reviews written by AndyTilp
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Financial Planning
AndyTilp
June 15, 2012
Overall rating
3.6
Company
5.0
Interface
3.0
Integration
3.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
2.0
LTC-College Planning
4.0
Estate Planning
4.0
Money tree - total planning suite
Allows you to get the data necessary to understand how to explain plans to client.
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Always look forward to Bob's semiars. Thanks
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Good info, as always. Please stay on time. 11 minutes over.
Portfolio Management
AndyTilp
November 10, 2011
Overall rating
3.1
Company
4.0
Technology Support
3.0
Reconcilliation
3.0
Financial Institution Interfaces
4.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
3.0
Security
3.0
Hosting
2.0
Pricing
1.0
Comprehensive product, with a hefty learning curve
Once I learned how to navigate and make the system work for me, it provides good data. User interface not intuitive. Takes a lot of time to work with the...
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Useful info, thanks
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Useful info, thanks
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Useful info, thanks
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High level. Scenarios were helpful.
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Great info as always
Webinars
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