Reviews written by Ted
3 results - showing 1 - 3
Ted
November 03, 2010
5.0 |
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very comprehensive review of asset protection optins
Extremely well thought out description of asset protection challenges and techniques delivered in a very efficient manner with many examples
Portfolio Management
Ted
May 16, 2010
Overall rating
3.8
Company
4.0
Technology Support
4.0
Reconcilliation
4.0
Financial Institution Interfaces
3.0
Reports
4.0
Fixed Income
3.0
Tax Lot Accounting
5.0
Trading
4.0
Integrations
4.0
Security
4.0
Hosting
3.0
Pricing
3.0
Good system
haven't used another program - so hard to compare
Financial Planning
Ted
March 08, 2010
Overall rating
3.7
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
2.0
Estate Planning
3.0
Good initial screening device
Good Tool - provides for stress testing as well as straightline returns. SuperSolve feature very useful.
3 results - showing 1 - 3
