Reviews written by Dick Havican
3 results - showing 1 - 3
Portfolio Management
Dick Havican
November 12, 2012
Overall rating
3.4
Company
4.0
Technology Support
4.0
Reconcilliation
3.0
Financial Institution Interfaces
4.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
4.0
Security
4.0
Hosting
3.0
Pricing
3.0
Albridge
Good
Financial Planning
Dick Havican
February 21, 2012
Overall rating
3.3
Company
4.0
Interface
4.0
Integration
4.0
Pricing
3.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
2.0
LTC-College Planning
3.0
Estate Planning
3.0
Good
Switched to eMoney
CRM Software
Dick Havican
October 22, 2010
Overall rating
3.3
Company
4.0
Software Support
4.0
Investment Tracking
4.0
Insurance Tracking
2.0
Workflow Management
3.0
Productivity
3.0
Client Portal
1.0
Integration
4.0
Security
4.0
Pricing
4.0
Works Great
Comment
3 results - showing 1 - 3
