Reviews written by yobobdunn

3 results - showing 1 - 3  
 
 
MoneyGuidePro
Financial Planning
yobobdunnyobobdunn   January 24, 2011
Overall rating 
 
 
3.8
Company 
 
 
5.0
Interface 
 
 
5.0
Integration 
 
 
5.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
3.0
Asset Allocation 
 
 
2.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Money Guide Pro

Good overall software. Provides seemless integration with a lot of software. Delivers a quick reliable retirment project. Does not deliver very comprehensive detail rich reports....

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The Sky Isn't The Limit, You Are! Creating New Habits For 2011
Webinars
yobobdunnyobobdunn   November 18, 2010
(Updated: November 18, 2010)
3.0
Average Attendee Rating
Poor Average Excellent

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Albridge Solutions
Portfolio Management
yobobdunnyobobdunn   January 25, 2010
Overall rating 
 
 
3.2
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
3.0
Reports 
 
 
2.0
Fixed Income 
 
 
2.0
Tax Lot Accounting 
 
 
2.0
Trading 
 
 
1.0
Integrations 
 
 
5.0
Security 
 
 
5.0
Hosting 
 
 
5.0
Pricing 
 
 
3.0

Albridge - Strong Basics - Weak on depth and customization

No additional

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3 results - showing 1 - 3