Reviews written by wshine
7 results - showing 1 - 7
Webinars
4.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
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Portfolio Management
wshine
February 19, 2010
Overall rating
5.0
Company
5.0
Technology Support
5.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
5.0
Fixed Income
5.0
Tax Lot Accounting
5.0
Trading
5.0
Integrations
5.0
Security
5.0
Hosting
5.0
Pricing
5.0
Review
Good product
4.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
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Financial Planning
wshine
February 05, 2010
Overall rating
4.0
Company
4.0
Interface
4.0
Integration
4.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
4.0
Asset Allocation
4.0
LTC-College Planning
4.0
Estate Planning
4.0
NaviPlan Extended
GOod
CRM Software
wshine
February 05, 2010
Overall rating
4.0
Company
4.0
Software Support
4.0
Investment Tracking
4.0
Insurance Tracking
4.0
Workflow Management
4.0
Productivity
4.0
Client Portal
4.0
Integration
4.0
Security
4.0
Pricing
4.0
Junxure is Good
I like it
4.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
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4.0 |
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| Average Attendee Rating | ||
| Poor | Average | Excellent |
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7 results - showing 1 - 7
