Reviews written by ericm205
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Great.
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Really great. Very interesting tool
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Financial Planning
ericm205
July 26, 2012
Overall rating
4.1
Company
5.0
Interface
5.0
Integration
5.0
Pricing
5.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
4.0
Estate Planning
3.0
Covers most planning needs; G3 is a significant improvement
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ericm205
April 30, 2012
2.0 |
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Where's the beef?
You can safely skip this webinar which doesn't answer any questions. Mr. Gadenne is a cheerleader for The RIIA and it shows. With your new found...
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Webinars
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Webinars
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He did a great job!
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He was great. easy to listen to. Easy to understand.
4.0 |
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Webinars
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4.0 |
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Webinars
4.0 |
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Good info on a complex topic.
CRM Software
ericm205
June 14, 2010
Overall rating
4.1
Company
5.0
Software Support
5.0
Investment Tracking
5.0
Insurance Tracking
5.0
Workflow Management
5.0
Productivity
5.0
Client Portal
1.0
Integration
4.0
Security
1.0
Pricing
5.0
Great software and support;
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Portfolio Management
ericm205
June 12, 2010
Overall rating
2.8
Company
3.0
Technology Support
1.0
Reconcilliation
5.0
Financial Institution Interfaces
5.0
Reports
1.0
Fixed Income
3.0
Tax Lot Accounting
3.0
Trading
3.0
Integrations
3.0
Security
3.0
Hosting
3.0
Pricing
1.0
hate it.
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Webinars
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