Reviews written by kward
3 results - showing 1 - 3
Financial Planning
kward
September 28, 2012
Overall rating
3.6
Company
4.0
Interface
3.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
3.0
As good as any out there.....
This is a good product, however it is not the most intuitive program. So, for users who will only use this sporadically, it may present some learning curve (and re-learning)...
Portfolio Management
kward
January 05, 2011
Overall rating
3.9
Company
4.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
5.0
Reports
3.0
Fixed Income
4.0
Tax Lot Accounting
4.0
Trading
3.0
Integrations
4.0
Security
5.0
Hosting
3.0
Pricing
4.0
Great Overall Portfolio Management
Very good company and portfolio management platform. We have been very happy with the product and relationship. I would recommend.
CRM Software
kward
February 18, 2010
Overall rating
4.2
Company
5.0
Software Support
5.0
Investment Tracking
3.0
Insurance Tracking
3.0
Workflow Management
5.0
Productivity
5.0
Client Portal
3.0
Integration
4.0
Security
5.0
Pricing
4.0
Perfect fit for our firm!
I rated all of the insurance categories and the client portal category as 3 stars simply because we do not make much use of them yet and this rating/review will...
3 results - showing 1 - 3
