Reviews written by Tom
6 results - showing 1 - 6
5.0 |
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Very high level of information combined with a very good presentation style.
4.0 |
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Portfolio Management
Tom
November 05, 2010
Overall rating
3.3
Company
4.0
Technology Support
3.0
Reconcilliation
3.0
Financial Institution Interfaces
3.0
Reports
3.0
Fixed Income
3.0
Tax Lot Accounting
4.0
Trading
3.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
4.0
Good basic software with some import problems
Frustration with import problems has caused us to start looking at alternatives.
Financial Planning
Tom
September 28, 2010
Overall rating
3.7
Company
5.0
Interface
4.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
4.0
LTC-College Planning
3.0
Estate Planning
2.0
Easy to use planning program
Data entry is simple and relatively quick
5.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
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6 results - showing 1 - 6
