Reviews written by azbryanw
8 results - showing 1 - 8
3.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
kinda boring
Portfolio Management
azbryanw
May 10, 2010
Overall rating
3.7
Company
5.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
5.0
Reports
4.0
Fixed Income
5.0
Tax Lot Accounting
5.0
Trading
3.0
Integrations
3.0
Security
3.0
Hosting
1.0
Pricing
2.0
Industry Standard
It's the industry standard
Financial Planning
azbryanw
April 24, 2010
Overall rating
4.3
Company
5.0
Interface
4.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
5.0
Asset Allocation
3.0
LTC-College Planning
5.0
Estate Planning
5.0
The Best
This is the standard by which all other financial planning programs are judged, why go anywhere else...
Portfolio Management
azbryanw
April 24, 2010
Overall rating
2.8
Company
3.0
Technology Support
2.0
Reconcilliation
1.0
Financial Institution Interfaces
1.0
Reports
4.0
Fixed Income
4.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
2.0
Security
4.0
Hosting
5.0
Pricing
1.0
Go Elsewhere
It's okay.
Financial Planning
azbryanw
April 24, 2010
Overall rating
1.7
Company
3.0
Interface
2.0
Integration
2.0
Pricing
1.0
Monte Carlo Simulation
3.0
Taxes
1.0
Asset Allocation
1.0
LTC-College Planning
1.0
Estate Planning
1.0
Go Elsewhere
nothing good to say
CRM Software
azbryanw
April 24, 2010
Overall rating
4.3
Company
5.0
Software Support
5.0
Investment Tracking
4.0
Insurance Tracking
5.0
Workflow Management
5.0
Productivity
4.0
Client Portal
4.0
Integration
4.0
Security
4.0
Pricing
3.0
Best CRM I've seen yet
N/A
Webinars
4.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
Good compliance update
4.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
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8 results - showing 1 - 8
