Reviews written by droy
15 results - showing 1 - 15
droy
September 07, 2020
10 |
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informative, data driven which is of value to me.
droy
May 27, 2020
8.0 |
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i liked the tool for use in conceptual discussions
droy
October 30, 2019
4.0 |
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Provides a good process to have basic conversation with a younger audience as to goals for saving
droy
April 08, 2019
5.0 |
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Information I do not get elsewhere
droy
January 14, 2019
5.0 |
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Provides the information needed to develop rational, defensible approach to market environment
3.0 |
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Portfolio Management
droy
June 02, 2010
Overall rating
4.0
Company
4.0
Technology Support
3.0
Reconcilliation
3.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
5.0
Security
5.0
Hosting
4.0
Pricing
5.0
a GOOD BUT NOT GREAT PROGRAM/SERVICE
WE HAVE FOUND EASIER TO USE THAN ADVENT BUT NOT AS GOOD ON THE PERFORMANCE CALCULATIONS
Financial Planning
droy
June 02, 2010
Overall rating
4.2
Company
5.0
Interface
5.0
Integration
3.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
5.0
Estate Planning
4.0
very easy to learn,use and the web access is very useful
A very good solution for most of my clients
CRM Software
droy
January 11, 2010
Overall rating
3.4
Company
3.0
Software Support
3.0
Investment Tracking
3.0
Insurance Tracking
2.0
Workflow Management
4.0
Productivity
4.0
Client Portal
3.0
Integration
3.0
Security
4.0
Pricing
5.0
accomplishes what we need , would like to see document uploads easier
We like the online access aspect of the program, which gives me alot of flexibility to use while traveling. Uploads of documents is not as easy as it should be....
3.0 |
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Webinars
4.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
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15 results - showing 1 - 15
