Reviews written by scummings

2 results - showing 1 - 2  
 
 
Portfolio Management
scummingsscummings   March 17, 2010
Overall rating 
 
 
3.3
Company 
 
 
3.0
Technology Support 
 
 
3.0
Reconcilliation 
 
 
4.0
Financial Institution Interfaces 
 
 
4.0
Reports 
 
 
4.0
Fixed Income 
 
 
3.0
Tax Lot Accounting 
 
 
4.0
Trading 
 
 
3.0
Integrations 
 
 
2.0
Security 
 
 
4.0
Hosting 
 
 
3.0
Pricing 
 
 
3.0

Advent Axys

See above.

Financial Planning
scummingsscummings   March 17, 2010
Overall rating 
 
 
3.6
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Pretty comprehensive planning tool

See above.

2 results - showing 1 - 2